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To generate a custom template, simply navigate to a participants profile and select templates from the menu options. Once in this menu you will see the Custom Templates uploaded to your Astalty account. To generate a template for this participant simply select a template from the list of options.
Once you do this you will see the following screen. Within this screen you can name your document. If you have selected the Service Agreement template usage type you will see a screen similar to this. You can select a budget to use to inform the schedule of support placeholders. More on how to create a budget can be found here. If you have selected the participant usage type you will only see the document naming option. Once you are satisfied click 'Generate'.
Once you have clicked 'Generate' you will be brought to the document edit screen. In this screen you can see the placeholders at work. This document in this state can be edited. You can update, add, or delete information here.
Within this screen you can also add any additional contact information using the new Contact option as seen below. Simply select the 'Contact' dropdown, then select the contact, and then the method of contact from the menu. Once you select the method Astalty will inset this contact information into the document wherever the document has been selected
Once you are happy with the edited document click 'Finalise'. This will prepare the document to be completed and move to the next stage in its status.
After clicking finalise you will be prompted to either 'Create a Record' or 'Download' the document.
Within the record screen you can send the document for signing through our eSignature functionality. Click here to find out more about the record process. Click here for more on our eSignature functionality. Alternatively you can select download to receive a PDF of the document that you can print and sign in person.
To learn how to set up a new custom template read our user guide here that outlines that process!