Create a Document Template

Documents are most often agreements or other information to be acknowledge and signed. These are great for sharing standards, collecting tax information, and contracts.

1. From the main navigation dashboard, also known as Mission Control, select the Templates. 

2. Select Document Templates. 

3. Adjust a selected a Template by selecting the Pencil Icon. 

Or create a new template by selecting Add Template at the top of the screen. 

4. Select the option for a document to be signed by both a client and a candidate if needed. Otherwise, it will just be for one. 

5. Select Use Image for Document Body to use an image.

5. Create the body of the Document. Use the standard tags below for these to be auto inserted and customized for that user. 

• Automatic Substitutions
• Inserting these tags will automatically populate the document with the corresponding information for the user.
• Use [[client_fname]] for the client's first name.
• Use [[client_lname]] for the client's last name.
• Use [[client_address]] for the client's address.
• Use [[client_email]] for the client's email.
• Use [[client_phone]] for the client's phone.
• Use [[candidate_fname]] for the candidate's first name.
• Use [[candidate_lname]] for the candidate's last name.
• Use [[candidate_address]] for the candidate's address.
• Use [[candidate_email]] for the candidate's email.
• Use [[candidate_phone]] for the candidate's phone.

• Use [[date]] for the date the user is signing the document.
• Use [[x label]] to display label with a checkbox.

6. Control other settings for the document such as a Field Remark for giving directions, a Thank You message after it is completed, Language, and Locations, Notifications, and more. 

Now It's Your Turn.  Try it out. 

Go into a Document Templates.

Create a new document. 

If you have created a test profile with your own email address, you can see how the email will be received through your own email.