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INSzoom:- Adding Contract Templates

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This article will guide you on how to add contract templates into the Knowledgebase

Adding Contract Templates

Any documents loaded into the Knowledgebase (letters, contracts, etc.) can be sent for signature via DocuSign.

To load a document, go to Setup>Knowledgebase>Contract Templates.

Click 'Add'.
Select the document from your computer using the Browse button or drag-and-drop the document to the dropzone.
Enter a name for the document. Be specific!
Enter a description (optional).
Use the drop-down menu to select the module(s) where the document can be used.
Click 'Save'.