Workstream

📌 File size limit: The maximum file size for documents is 10MB.

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Go to Team View, then Documents.

Select the three-dot menu (•••) of the document you want to duplicate.

1. Edit the template name
2. Select a document type
3. Enable Hand-Drawn Signatures Only (For documents that require stricter verification)
4. Add Locations for document access

1. Go to Team View, then Documents.
2. Select the three-dot menu (•••) of the document you want to duplicate.
 1. Edit the template name
 2. Select a document type
 3. Enable Hand-Drawn Signatures Only (For documents that require stricter verification)
 4. Add Locations for document access
3. Add signers and signing order.
4. Customize fields.
5. Press Save Template.

Use this option when you need to quickly copy a document available for multiple team members.

Duplicate a team document template

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