Task and eDoc Description Templates will save you time and standardize your client communications. Firms are supplied with a variety of customizable default templates, and have the option to build their own. Templates can be used all in tasks except for Virtual Meeting tasks. Task templates can also be applied when sending bulk Get a Signature tasks. When creating a Task or eDoc from a template, the subject, description, and attachments are automatically populated. These can be edited before sending if needed.
Only Firm Admins can edit or create Task and eDoc Description Templates.
Note: eDoc Description templates cannot be applied when sending bulk eDocs. This is because bulk eDocs can only be created using a pre-existing template from your template library, and the fillable fields within the template cannot be modified during this process.
To Create a Task or eDoc Template:
Select the ellipsis (three dots) in the lower-left corner.
Select Admin.
Select Templates.
Select Task Templates or eDoc Templates at the top of the page.
Select the blue +Template button in the upper-right corner.
Add a Subject, Description, and any attachments.
Select Create Template.
To Edit a Task or eDoc Template:
Select the ellipsis (three dots) in the lower-left corner.
Select Admin.
Select Templates.
Select Task Templates or eDoc Templates.
Select the edit icon on the far right.
Note:
To delete a template, select the trashcan icon.
To change sort order, drag and drop the templates.
Make necessary changes or add an attachment.
Select Update Template.
To Use a Task or eDoc Template:
Create a new Task or eDoc.
Select a Recipient and Account.
Select the Subject line.
Choose a template from the dropdown list.