Adding Contract Templates
How to add contract templates into the Knowledgebase
Any documents loaded into the Knowledgebase (letters, contracts, etc) can be sent for signature via DocuSign.
To load a document, go to Setup>Knowledgebase>Contract Templates.
- Click Add.
- Select the document from your computer using the Browse button or drag-and-drop the document to the dropzone.
- Enter a Name for the document. Be specific!
- Enter a description (optional)
- Use the drop-down menu to select the module(s) where the document can be used.
- Click Save.
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