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How to send Forms to client using Template?
Learn to quickly send a form to clients using a template: create, edit, map fields, and dispatch in a few steps.
- Go to Client section.
- Navigate to Contracts tab.
- Click on create contract (Blue + button).
- Select "Use Template"
- Select any template from the options.
- Edit name and description of template and click on Submit.
- Map the fields by Drag and drop form fields to the contract form.
- Click on "send to clients".