Overview
Streamline how you set up templates between parent/child accounts using the Import Document Templates functionality.
🎯Primary Audience: Proof for Business
Nice to Know
Leverage Document Templates to automate the preparation of general standardized forms and documents that are pre-generated with signer information. Use Template Matching to streamline your transactions even further.
💡 Templates are also compatible with EasyLink!
Follow the steps below to learn how to easily import templates from another account. To export templates, read Export Document Templates | Business
Steps to Import
- Log in to your Proof account.
- Click Send & manage from the navigation panel on the left:
- If you don't see the panel, click the caret to expand it.
- Select Document templates under TOOLS (a sub-menu of Send & manage).
- Click .
- Select the zip file to import:
- Depending on the number of templates, this should only take a few minutes or less.
- Refresh to see the newly imported templates.
Still have questions you can't find answers to? Click the chat icon in the corner of your screen to start a chat, email us at support@proof.com!
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