Applying a saved template

One of the features that helps speed up your workflow, is the ability to save and apply a document template, so you can get regularly-used documents, with the relevant fields, at the click of a button. This video takes you through the process of creating a workflow, using a saved document template, and signing the document.

Length: 3:16 min

Total length of lesson

Saved template

Learn how to save your workflow as a template, with your chosen setup, for future use at the click of a button. This video takes you through the process of setting up a workflow that you will use again in future, and saving it as a template to use again for future contract, form or document signing requirements.

Length: 2:20 min

Total length of lesson

Field placing

This video takes you through DocPrepper's main function of placing information fields. You will learn how to place the various fields for each of your signers, including Signature, Initial, Name, Date, Contact Number, Email, Mandatory and Non-Mandatory fields.

Length: 5:23 min

Total length of lesson
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