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  3. Reusable templates - creating an agreement link

How do I create an agreement from a preexisting template?

Four quick steps to create a new agreement from a preexisting template

Four quick steps to create an agreement link in under one minute:
1) Go to your Library
2) Click the "New Agreement" button or select from the button's dropdown "Create from existing template" 
3) Build your agreement!
  • Select your branding, add a title, write a note (optional), select one of your templates from the drop-down menu, fill in the required fields, and sign the signature pad (if required)
4) Activate your link!
  • Set a passcode, toggle the link to public, or make it available to only a specific email
  • Add an internal link reference name
  • Click "Create Link"
  • Copy, create a QR code, or email the link to whoever needs to sign the document!