Document Templates allows you to use pre-built forms to quickly generate a document and have the system automatically populate fields in the document with case-specific information. After the template has been created by a Site or State Administrator, Users can select the template from the Manage Documents > Document Templates tab.
The system will automatically populate the fields with client-specific information. You can then save the document to the Case for later retrieval, download, or printing.
You can also take Document Templates a step further and have Digital Signatures from Clients, Associated Persons, Contacts, and/or Staff added to the document via DocuSign.
See Also: