As part of your on-boarding process, you were able to import one or more sample templates to your profile. By default, the Master Services Agreement template was included. You may or may not have chosen more.
These are automatically categorized as “Template Examples”. You can add your own template categories if you wish.
Each template is comprised of Sections, which are pieces of reusable content, for example cover pages, Terms and Conditions, Agreement sections. When combined together they form a document which you can send out to a customer.
You can edit or build out your own templates by either creating new sections or adding template sections to your contract templates.
Hover your mouse over Templates in the main menu and click on View Templates.
Here you will see a list of the templates that have been populated into the system for you (or a list of all your templates).
Learn more about how to create templates here.
Watch the below video for a recap on the above article.