Templates
Discover how to create, customize, and automate templates
18 articles
Create a new template in TomorroHow to improve efficiency by configuring my templates in Tomorro?
Insert a smart field in the documentHow to insert smart fields into your templates to tome saving and control gain ?
Manage templatesHow to publish, edit, export, duplicate or delete templates?
Manage summary sheet informationHow to optimize project tracking by displaying only the relevant information on each summary sheet?
Set up approval workflows in my templateHow can you structure your approval processes to gain better control over your company's projects?
Choose the electronic signature tool from the templateHow to choose from the template whether contracts will be signed using Tomorro or DocuSign?
Set up the Tomorro signature in a templateHow to set up and integrate Tomorro's signature into your templates for complete contract management on the platform?
Automate document archivingHow to enable automatic project filing in the Repository?
Automate dynamic project name generationHow to define a dynamic and automatic name for the project that will be generated from a template?
Automate the addition of participants to projectsHow to set default participants for all projects created from a template?
Automate file attachmentHow automatically attach a file to every contract generated from a template?
Automate assigning a project supervisorHow to quickly and efficiently manage the assignment of your projects from the template?