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How to send document templates

Learn how to send document templates to multiple employees

Document templates can be created by following the steps outlined in this article about document templates.

 

 

You can send document templates from the Distribute documents section:

  1. On your sidebar, go to Documents
  2. Go to Distribute files
  3. Select the Document template
  4. Select: 
    1. Document Template
    2. File name
    3. Destination folder in the My Documents employee document space
    4. Request e-signature
  5. Click on Import template
  6. Select the employees who will receive the document
  7. Click on Send to x employees

 

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