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Document Templates

1 Breakdown of Template Fields

Overview This tutorial provides a breakdown of the different fields available for email templates List of Template Fields For Email Templates Misc. Fields Unsubscribe Link Email Template Field {|UnsubscribeLink|} Overview This field will mark the client as…

2 How to Create/Edit a Document Template

Overview This tutorial explains how to create document templates. What are Document Templates Document templates are custom templates that can be used to print documents or printable contracts from StudioCloud. A document template can be used to print information…

3 How to Email Contracts To Be eSigned

Overview The tutorial explains how to email a contract to a client to be esigned. How to Create a Contract Template Before a contract can be emailed to a client a contract template must be created first. Click here for a tutorial on how to create a contract…

4 How to Print a Document Template

Overview This tutorial explains how to quickly and easily print document templates How to Create Document Templates Click here for a tutorial on how to create document templates How to Print a Document Template for Clients, Prospective Clients, or Leads Click…