DOCUMENTS: Document Templates

What is a Document Template?

A Document Template is basically an unassigned Document, which you can build and assign to the appropriate person. This is where you lay out the groundwork for your Document and spell out all of the terms.

You can then use Dynamic Data Placeholders for the variable details, including Signers for the assigned users to eSign. In this way, you can create a single Document Template and generate multiple personalized Document from it.

TIP: A Document Template is required to create a Document. The Document is simply the bridge between the content/terms and the Contact.


How do I create a Document Template?

Navigate to Billing > Documents.

Click the Templates tab in the top navigational menu bar, then click the +Add Template button.

You'll now be able to begin building your Document Template.

Require Organization Digital Signature: Check this box if you require a digital signature from both parties and not just the Contact. Once this box is checked, a dropdown menu will appear where you can choose a designated Staff Member. This will add additional Signature Placeholders to choose from for the body of the Template.

CLICK HERE to learn about Digital Signing

Title: Name your Document Template. This is what you will select from the dropdown menu while creating a new Document. The Contact will not see this title.

The Body is where you will create the content of your Document. It uses the Content Block Editor with some additional specialized Placeholders while using a Text Block.

CLICK HERE to learn about the Content Block Editor

By default the Body contains basic content for a standard Document. You can edit this to suit your needs, or delete it entirely and build your own.

When you edit the default Text Block, you will see Dynamic Data Placeholders as buttons that you can replace. These Placeholders automatically generate the correct corresponding content depending on who is viewing the Document.

To access the full list of Placeholders, click the {x} icon in the editor toolbar.

CLICK HERE to learn more about Placeholders

When you want to insert a Placeholder, simply click the one you would like to use and it will be placed where your cursor is in the Document Body.

The Document-specific Placeholders are color-coded red. This includes Signers, special placeholders that generate an eSigning field, which requires action by the assigned user.

The Placeholders you can use to generate Signers for the Contact's input are labeled as "contractClient"; the Placeholders you can use to generate Signers for the Staff Member's input are labeled as "contractOrganization".

For example, if you would like to add a signature field for your Contact to sign, you would use the following Placeholder: "contractClientSignature".

IMPORTANT: At least one Signer (from either the Client or the Organization) is required to save the Document Template.


How do I assign Actions to my Document Template?

You can add Actions to your Document Template by click the Save and Add Actions button once you are finished setting up the Body.

CLICK HERE to learn about Actions

A modal will appear over your Document Template. Click the icon to expand the list of options you can choose from. You can stack as many Actions as needed.

You can also apply an Action Template.

CLICK HERE to learn about Action Templates

Each Action will have its own configuration that you will need to set.

Once you save your set of Actions, you will see the chain displayed at the bottom of the editing page. You can click Configure Actions to add, remove or edit them.


I've made my Document Template! What happens next?

Now that you've built your Document Template, you can turn it into a full-fledged Document at any time by navigating to Billing > Documents. You can assign it directly to a Contact, or you can apply it to an Invoice, Estimate, Proposal or Project to pull the relevant information from. The Placeholders you have placed within the body of the Template will conform to the correct information, and the Signers will be designated for the appropriate person(s) to sign.

CLICK HERE to learn how to generate a Document

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