Create Personal Contract Library

Be sure to scroll down and watch the video!

This video will introduce you to the steps on how to create your own contract library of personal documents and a brief introduction to creating personal Template(s).

You will quickly learn how to upload and edit any PDF document under the Templates Library feature.

Once PDF documents are uploaded, you will begin to customize the document with appropriate fields. 

To do this, click the "hamburger" icon and then click Edit. 

Once the document opens, you can begin dragging and dropping appropriate fields on to the document.  By default, the fields will be assisgned to you as the Document Owner, unless you change and Add a Signer roll from the drop-down.  

Once a template is created, you will be able to use the template as many times as needed, when uploading to any transaction Docs Management folder or Miscellaneous Docs Management folder.

NOTE:  The functionality for adding documents to your transaction has been upgraded since the creation of this video.  

To learn how to upload a PDF document, existing Template or a Smart Contract to your Miscellaneous Docs Management folder, view this video "Smart eContracts - Uploading"