How to upload, create and save templates?

Writing the same contract over and over again isn’t very time-efficient, and copying and pasting definitely isn’t the optimal way to deal with the issue. The Bounsel Templates feature is the best solution.

What are templates and how do they work? Templates are flexible documents that can be easily changed to fit all kinds of data by using smart fields. You can create a template for a document you know you'll be using frequently and just enter and change specific data where needed. Use dynamic forms to get even faster results.

Once you've created them, you can find your "Templates" on the top bar next to the Documents section. Click on it to access your list of templates.

You don’t have any? Let’s create one!

Click on the “Create a doc” icon to start crafting a new document.

Bounsel will ask you if you want to choose a template from the ones you already have, upload a document or start from scratch.

If you don't have a template yet, you can create one by starting a document from scratch.

Type a name for it and choose your tags. You now have a document, you can craft it however you want and later save it as a template.

Doing so is easy. Once you have the template you need, click on the gear wheel icon in the top right corner and select the second option “Create template” to save it in your Templates.

Nice, you've just created a template. You'll be able to access it from you “Templates” page or select it when first creating a document.

You'll also be able to edit it at any time in case you want to change anything.

This type of contract automation is a modern, time-efficient way to craft and manage your documents. Go try it with Bounsel!