Automate templates
7 articles
Automate document archivingHow to set up an automated document archiving?
Set up a dynamic naming for your projectsHow to define a dynamic and automatic name for the project that will be generated from a template?
Add an attached file to a templateHow automatically attach a file to every contract generated from a template?
Automate the addition of participants to projectsHow to set default participants for all projects created from a template?
Set up a default project supervisorHow to quickly and efficiently manage the assignment of your projects from the template?
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?