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Using contract templates

Updated over a month ago

Navigate to the Contracts & Payments page using the main toolbar. Then, click the PDF Templates tab.

Upload a PDF of your contract. You can then click the spot on the contract where you wish to add a field. You can then customize the field, what it says, the size, and who needs to fill it out. When you are finished, click the Save Field button.

After finishing adding fields, add a name for your template, and click the Save Template button.

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