Template Settings

Document Settings

When editing a template, the Default Sending Options section allows you to configure how the document behaves when it is sent to clients.

Labels & Organization

Labels make it easier to organize and find templates in your paperwork library. You can assign one or more labels to a document from the template's action menu.

Documents that share the same label are automatically grouped together in the sidebar for easier navigation.

A document can have multiple labels, and the order of the labels does not matter.

Using Labels

  • Add one or more labels to help categorize templates
  • Use labels to group related documents together
  • Click a label to filter the template list and show only matching documents

  • The number displayed beside a label indicates how many templates currently use that label

Labels are especially useful for organizing templates by service type, workflow stage, client type, or any other category that fits your business.