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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…