Adding contracts to a shared folder automatically
You can add documents to any shared folder automatically in two different ways:
- Set up "Add documents to a shared folder" automation with the help of our No Code Automation Builder
- Connect a template to a shared folder
If you know that all drafts created from a specific template are supposed to be added to a shared folder by default, you can automate this step by selecting which shared folder you want the documents to be added to at the bottom of your templates:
This will provide anyone in the shared folder with access to all relevant drafts created from the template completely automatically.
If you want multiple people to have access to the same template, you can utilize Shared Spaces to store all relevant templates.
If you still need additional information or assistance, reach out to us at any time by contacting our Support Team.