Streamline how you set up templates between parent/child accounts by importing business document templates.
Who can do this
Any user in your organization with an owner, admin, and team member role can perform the actions described below.
ℹ️ 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.
What to expect
Use document templates to automate the preparation of documents you send regularly. Utilize 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 business document templates.
💡 Templates are also compatible with EasyLink.
Import business document templates
Log in to your Proof account to complete the steps below.
- 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.