1. Template Administration Overview

  2. What are Export Documents?

  3. Creating/Managing a Template (Purchase or Contract)

    1. Design Your Template

    2. Collect Information

    3. Add Sections to your template

      1. General Use Sections

      2. Special Use Sections

      3. Reorder of Sections

      4. Add Logic to a Section

      5. Delete Section

      6. Add Instructions

    4. Define your content

      1. Special Use Sections

      2. List Items

      3. Text Area

  4. Save/Set Live/More

    1. Show Form Error

    2. Copy Template

    3. Delete

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