What You’ll Learn
Document Templates in CompanyCam help you save time by reusing important contracts and forms across multiple projects. Once uploaded, you can pull them into any job and request signatures without starting from scratch.
- Upload a Template: Add frequently used contracts or forms to your Document Templates by dragging and dropping files into the template library.
- Organize Your Documents: Store all your templates in one place on the left-hand navigation menu for easy access when managing projects.
- Use Templates in Projects: Quickly insert any saved template into a project instead of uploading documents one by one.
- Request Signatures: If your account has the signatures feature, you can easily request digital signatures on any document you add.
Document Templates make managing contracts and forms simple and efficient. Try them today with CompanyCam and keep your paperwork organized and ready to use.
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