Managing Documents & Templates

The Documents and Templates pages provide a centralized workspace for creating, organizing, and managing all of your files, making it easy to stay in control of your workflows and collaborate with your team.

Documents

The Documents page gives you full visibility and control over every document you create or get shared. On this page you can:

• View all of your drafts, in-progress, and completed documents in one place

• Access all of your documents details

• Track and monitor your documents status to stay up to date on every step

• See documents shared with you by team members

• Organize your documents using custom folders

• Easily collaborate by sharing your documents with your team members

• Take quick actions such as download a document, rename a document, remind or change your recipients, create a copy, and cancel or delete documents

• Maintain control by using tools like transfer documents or delete all documents when necessary

Templates

The Templates page helps streamline repeated processes by organizing reusable documents by type and purpose. On this page you can:

• Browse your regular templates, as well as template links, bulk send templates, shared templates, and deleted templates

• Organize templates into custom folders using add folder to documents or templates

• Use a template or combining multiple templates into one document