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Please create the option to add additional documents into an existing signature template! We have one document that I need in a template for all clients but then have supplemental documents that ...
I don't believe so. I need to have a client onboarding template that I can use with each new client without having to re-create and re-tag the document every time as that would be super time consuming.
Our need is to be able to have a template that can be in place to re-use with each client but also be able to add in the supplemental forms that are specific to each client before sending.