The short answer: Business document templates streamline your process by automating the preparation of standardized forms and documents that automatically populate with signer information.
Only admins, team members, and tech support users can create and edit business document templates, including NSTs. Any user with permission to send transactions can apply an existing template to a transaction. Read more about User roles overview for your organization for details about permissions.
How it works
Use business document templates to automate the preparation of general standardized forms and documents that automatically populate with signer information.
For example, you can create a document that automatically pulls in dates and the signer's information using the appropriate signer fields.
Create and manage templates
You can add fields and configure the documents as desired to be reused for multiple transactions. Once your templates are set up, enable template matching to streamline your transactions even further. Templates can also be used with EasyLinks.
- Create a business document template — Create a new business document template in your organization.
- Enable template matching — Automatically match templates when a document is uploaded by your internal staff or signers.
- Create an EasyLink using a template — Create shareable links that automatically apply your templates.
- Import or export business document templates — Manage templates between your parent and child organizations.
- Delete document templates from your account — Remove unused templates from your account.
Summary Checklist
- Only admins, team members, and tech support users can create or edit templates.
- Any user who can send transactions can apply an existing template.
- Templates are not intended for real estate customers — contact your CSM if interested.
- Enable template matching to automatically apply templates when documents are uploaded.
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