Templates are a great for agreements used regularly where much of the content does not change.
- Click New Agreement
- Click Create Template
- Upload your document
- Define your template settings
All Harbour users will see and be able to use the template to create agreement links.
For my use only
Only you (and Admins) will see and be able to use the template to create agreement links.
4. Place fields on to document for each signer
5. Click Create
Your new template will appear in the gallery under the group you defined in Step 4!
See this article for details on how to create an agreement link from your newly created template: Start from Template