Streamline how you set up templates between parent/child accounts using the Export 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 export templates from one account to another. To import templates, read Import Document Templates | Business.
Steps to Export
- 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 the TOOLS (a sub-menu of Send & manage).
- Click .
- Select the templates to export.
- Click Export (from the grey bar at the top of the list of templates).
- Check your email for the exported zip file(s):
- Depending on the number of templates, this should only take a few minutes or less.
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