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In late 2021, signature templates were released to provide each firm with tools to mark-up boilerplate documents. 8879, 8821, and 2848 are a few examples, but this works with any type of document – add it one time and then reuse it in all future client interactions. The end goal is to reduce manual manipulations and allow you and your team to focus on high-value work and grow your firm.
Use Case
E-signature Updates: Improved Efficiency With Signer Priority & Template Library
In late 2021, signature templates were released to provide each firm with tools to mark-up boilerplate documents. 8879, 8821, and 2848 are a few examples, but this works with any type of document – add it one time and then reuse it in all future client interactions. The end goal is to reduce manual manipulations and allow you and your team to focus on high-value work and grow your firm.