Use the 'add template to envelope' feature to alleviate the burden of repetitive document preparation tasks.
Watch our tutorial video to see how to add your existing templates to an envelope.
Click ‘Get Started’ to begin the process of adding your template to the envelope.
From the drop down options shown, click ‘Template’ where you can choose from your saved templates.
Choose the template you wish to add to your envelope.
Here you will be taken through the usual signing process. Enter the recipients details, envelope title, subject and email content then click ‘Continue’.
You can add up to 10 templates to an envelope.
Not currently, however this is on our roadmap to include soon. We will have a range of template contracts and documents, such as Graphic Design Proposals, Tenancy Agreements and Invoices.