How do I edit my Notices Templates?

In order to edit your notice templates open "Document Templates" from "Settings" menu and go to the "My Templates" tab. This tab stores all the templates that you manually created:

Click on the "Actions | three-dots" menu and select the "Edit template" option:

Here you can change the "Document title", edit the information, add/remove any auto-fill element, fields, and attachments. In order to insert new auto-fill elements or fields, be sure to switch to the respective tab and drag the needed one.

You may also enable or disable the Default Signatures toggle button. In case it is active, it will automatically add a signature/date signed and assign them to your tenant while sending the notice to sign flow.

Right after the edit is completed, press the "Update" button to save all changes:

Please note:
There is no opportunity to change the "Document type".

Watch out for the guide below:

 

 

Last updated:
Sept 27, 2021