Document types and templates

A document type is a template you send repeatedly: an agreement, a consent, a letter.

1. Create a type with its Category and what it Applies to.

2. Mark it Always req. when it must be signed before the work happens.

3. Add signatories with Add another signatory when more than one person signs.

4. Append a signature page adds the audit page carrying who signed, when and from where.

Tip: The audit page is what makes a signature defensible later. Leave it on unless you have a specific reason not to.