Start an agreement from a template on the Manage page

Last updated on May 8, 2023

Start an agreement from a template on your Manage page

If you have visibility of a library template on your Manage page, you can start a new agreement from that template, automatically attaching the template on the new Send page.

Navigate to the Manage page
Select the Templates filter.
Select the template you want to use to open the actions on the right rail.
Select Use Template.
The window loads the Send page with the template already attached.

Note

Accounts that have Users in Multiple Groups enabled can change the group selector without clearing the template.

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Start an agreement from a template on the Manage page

Start an agreement from a template on your Manage page

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