INSzoom:- Adding Contract Templates
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.