Know what was created, by whom, and where it went
- Every document created from a template is listed in the workspace, newest first and filterable by template, with its title, number, author, document date, the template file it came from, and the notes that go with it.
- The file is yours the moment it is made: save it to your device, download a copy, or email it to yourself. Create the next one from the same form with one click.
- Connect OneDrive or SharePoint and every document is saved there as well, linked from its record, so the finished contracts land in the team's folder without anyone uploading anything.