Lesson 03 · 5 min 5 min
Templates that save afternoons
Prepare once, send in two clicks.
If you send the same agreement twenty times a month, preparing it twenty times is invented work. Any document can be saved as a template with its fields and its roles, from «Save as template».
Roles instead of people
The difference between a document and a template is that a template knows nobody. Instead of specific signers it has roles («Client 1», «Client 2», «Agent», «Broker», «Other party») and when you use it you say who fills each one. Whatever the platform already knows arrives filled in.
- The library separates what comes «From the platform» from what is «From the agency».
- From inside a transaction file, «Use a form from the library» prepares it with that file's data.
- Picking one creates a draft, not a send: you can review and adjust it before anything goes out.
And because it is a draft, it still has the wizard's four steps: you can change the signing order, add someone who was not planned, or move a field, without touching the original template.
Tip: Save the second identical document as a template, not the first. By the second send you already know which fields were pointless, which label confused the client and what the real signing order is. A template built from the first one freezes the first one's mistakes.