How to customize/edit document templates for a specific client.

Now you can easily customize the document title and body to fit a specific client in just a few steps.

To Customize please go to that client's profile. Scroll down to the Documents section and click on the 'Edit' button of the desired document as shown in the image below.

Once you click the Edit button it will open the template editor. Please customize the template by adding a title and the terms on which you want to make the agreement and hit the Submit button at the bottom of the editor to save the changes.

Now the customized agreement is ready for the client to review and sign.

NOTE: Please note that the document file is only editable till the client signs. Once the agreement is signed by the client non of the parties will be able to make any changes to the contract.