Are there templates that I can use for Document Writer?
The Document Writer (will soon) includes stock templates that can be used for a variety of purposes. You can use those as-is or edit them to meet your needs. You can also create your own. If you currently have existing documents that you use, you can copy and paste those by going to the Document Writer > + Add Document.
See KB "How to add a new document"
Related Articles
What is the purpose of the Document Writer?
The Document Writer is used to create documents for the purpose of merging in existing data that is within your account. It can be used to populate fields within a contract, agreements, lien waivers, estimating proposals, warranties, notices, human ...
Can I use the Document Writer as a means to get signatures, like a contract?
The Document Writer does allow you to insert merge fields (such as a contractors or customers name) and you can add an underline to serve as a place to sign. But currently, a signature cannot be collected online and inserted into the document.
How do we create a lien waiver (or other agreement/contract)?
A lien waiver is treated like any other document within the Document Writer. You will first create your document, add the merge fields, and download or email the document as needed. Refer to the KB “How do I create or edit a document?” When creating ...
How do I use a To-Do template to create a new To-Do? Can I use multiple To-Do templates to create a single To-Do?
You can only import one template to the To-Do. To import a template, please create a New To-Do by going to the Menu and on the To-Do's module click the + sign to create a new To-Do. Here there is an option called Use Template. Once this option is ...
How do I edit the Templates for estimate, invoices etc?
To edit the Templates for Estimate, Invoices and others, please go to the Menu and select Settings. Once here, scroll down to Templates. Once here, you can use the drop down on the top right and choose the module you wish to start making changes and ...