5- Importing Existing Template

Step 1

Click on template for accessing the template menu


Step 2

Click on Add template


Step 3

Fill in a name of the template


Step 4

Enter team access privileges if working in a team


Step 5

For using an existing template, click on import docs


Step 6

Select template to import


Step 7

Click on import


Step 8

Click on document to edit


Step 9

After opening the template, update the fields which are same or commonly used in every contract only. Those will be your default values.


Step 10

When done, click on save.

Importing an existing template part 2

http://support.fillcontracts.com/index.php?threads/importing-an-existing-template.8/ Step 11 You have another option for setting your defaults from form entry fields

support.fillcontracts.com

 

Importing an existing template

Step 1 Click on template for accessing the template menu Step 2 Click on Add template Step 3 Fill in a name of the template Step 4 Enter team access privileges if working in a team Step 5 For using an existing template, click on import docs Step 6 Select template to import Step...

support.fillcontracts.com

Step 11

You have another option for setting your defaults from form entry fields