How can I create a new template based on an existing template?

Submitters can follow these steps to edit existing templates in order to create new ones without over-riding the existing one:

  1. Login and go to "Transaction Templates" found on the right side of the Document Center home page.
  2. Select the template you wish to edit.
  3. Make any necessary changes to the template, like a new signer, new document, etc.
  4. Click "Save As" and give the new template a new name, a description if you wish.
  5. Click "New Template" to save it.
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