We would like to be able to upload a clients letter of engagement that is customised, then attach preloaded authorities that are set up as templates to the engagement? Can we do this - it would be awesome if we could. Have fingers crossed.
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Thanks Adil. I'm actually talking about the Sign app. where we can upload documents and set them as templates. Some times I need to use them individually and other times I need to send them as a pack and in this later case, it would be great to be able to merge templates in to one doc for signing or even better be able to add templates onto the document we are preparing to send eg. I have a unique engagement letter so want to be able to customise that but then have generic authorities we need each client to complete and sign as well and it would be sooo helpful to be able to have those authoriites with fields already set up and be able to add them to the new doc. Adobe does it well as an example. On my wish list - this would be super cool and awesome :-)
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