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.
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.
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