Templates

Learn more about how Templates can save you time when working with customers and get the answer to Template FAQs!

6 articles in this collection
Written by Travis and Amanda Rae

The Basics

How to Create & Manage Document & Email Templates

Learn how to create & manage reusable email and document templates!

Written by Travis
Updated over a week ago

Template Marketplace

Learn where to buy, install, and how to edit purchased templates

Written by Travis
Updated over a week ago

Template Sharing

Learn how to set-up and share workflow, email, and other document templates

Written by Amanda Rae
Updated over a week ago

Document & Email Templates

If/Then Questions in Questionnaires

Written by Amanda Rae
Updated over a week ago

FAQs

How Do I Create Custom Email Templates?

Written by Travis
Updated over a week ago

Adding Contract Templates to 17hats

Can I import or upload my contracts into 17hats?

Written by Travis
Updated over a week ago