Templates

Creating templates

Navigate to the admin page and sign in. Here you should see a list of available organisation registered to use CRMDocs365. Click on the organisation you wish to create templates for.

To create a template, select Templates and click the New button on the toolbar.

Fill the required information for the new template. A Document template is used to create documents that can be inserted in an envelope. A Signee template is used to generate the final page when the evenlope is signed by all recipients.

Click OK and the new template will appear in the list. This can be edited by clicking on the corresponding pencil button.