Audience: Organizations
The short answer: Owners, admins, and team members can import business document templates to streamline template setup across parent and child accounts. Upload a zip file from the Document Templates page in Proof to get started.
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Business document templates and template matching are not intended for real estate customers. If you're a real estate customer and would like to use templates for your transactions, contact your Customer Success Manager (CSM) or contact sales.
Read more about business document templates.
Import Business Document Templates
To import business document templates, follow these steps. Log in to your Proof account to get started.
- Click Tools from the navigation panel on the left.
- If you don't see the panel, click the caret to expand it.
- Select Document templates from the Tools page menu on the left.
- Click Import in the upper right corner.
- Select the zip file to import.
Depending on the number of templates, this should only take a few minutes or less. You may need to refresh the page to see the imported templates.
Summary Checklist
- Confirmed your account is not a real estate account.
- Navigated to Tools > Document templates in Proof.
- Clicked Import and selected the zip file.
- Refreshed the page to confirm templates are visible.
Still Unsure?
Our support team is happy to help. Submit a support request or chat with us from any page in the app.
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