Streamline the way you send documents by using templates to prepare tags on standardized forms and documents that your team sends frequently. Instead of preparing the same document in the same way for multiple transactions, you can create the document once and save it as a business template. Templates are also used in EasyLinks.
Don’t have templates yet? Learn how to create templates here.
Who can use this
Business templates are only available to business organizations with templates enabled in their account. Users in these organizations can create transactions using document templates or template matching if they are:
- Any user in a business organization who can create and send transactions, including in-house notaries (IHNs)
- Notaries sourcing transactions (NSTs)
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
Business template matching is a handy tool, but here are some important notes about using it.
Template matching must be enabled in your account.
This feature does not:
- Split document packages.
- Match documents greater than 25 pages to templates.
Uploaded files that are individual documents or multiple documents can be matched to existing templates, as long as the templates are created individually. If templates have multiple documents in one file, the system will attempt to match only the first document in the template.
Use document templates in a transaction
If you'd like to use an existing template when you're creating a transaction, follow the steps below after you create the transaction.
- Click Upload a Document.
- Select Template Upload from the menu on the left side of Add Documents.
- Check the box or boxes next to the names of the templates you'd like to add to this transaction.
- Click the button (where # is the number of templates selected).
The template containing pre-placed tags is added to the transaction.
💡Helpful tips
The External ID field (found under Transaction Name > Advanced Options) is useful if your organization has an internal numbering system or manner of tracking that would be helpful for you to include on each transaction. The External ID is visible when you export any transactions that have the External ID.
Reorder Documents: If you have multiple documents in one template, you can drag and drop to reorder the documents. Click and hover over the bento menu (6 dots) of the document you want to move up. Drag that document upwards to the position you want, then drop it (let go of your click). Repeat until all documents are in the correct position.