Creating Templates

Templates are a great for agreements used regularly where much of the content does not change.

Creating Templates

1. Click New Agreement
2. Click Create Template
3. Upload your document
4. Define your template settings
   
   Organization use
   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