Task and eDoc Description Templates

Task and eDoc Description Templates

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.  They can also be applied when sending bulk Get a Signature tasksWhen 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 Template:

  1. Click the ellipses (three dots) in the lower-left corner.
  2. Click Admin.
  3. Click Templates.
  4. Click Task Templates or eDoc Templates at the top of the page. 
  5. Click the blue +Template button in the upper-right corner.
  6. Add a Subject, Description, and any attachments.
  7. Click Create Template.


To Edit a Template: 

  1. Click the ellipses (three dots) in the lower-left corner.
  2. Click Admin.
  3. Click Templates.
  4. Click Task Templates or eDoc Templates at the top of the page. 
  5. On the far right, click the edit icon.
    1. Note: To delete a template, click the trashcan icon on the far right.  To change the sort order, drag and drop.
  6. Make necessary changes or add an attachment.
  7. Click Update Template.

To Use a Template:

  1. Create a new task or eDoc. 
  2. Select a Recipient and Account.  
  3. Click the Subject line.  A dropdown list of templates will appear.
  4. Click a template to select.  



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