Saving a Service Agreement as a Template📝
At the Preview option (Step #4), there should be a "Save As Template" option available. There, you can click the "Save As Template" button. 💾 Then, the system will save the file as a Template. 📄 You can access the file from the Left Panel > Templates. 🗂️
Steps to View the template
Access the Templates Page: Find "Templates" on the left navigation panel and click on it. 🗂️
Right Click on Action (Drop-Down): Click on the "Action" drop-down menu. This will provide three options: 👇
Use Template: Start a new document using this template. ✅
Edit: Make changes to the template. ✏️
Delete: Remove the template. 🗑️
