Create a new blank document template

Learn how to create custom document templates in Doulado, from scratch or by customizing an existing template. In this video, we’ll walk through adding text, logos, fillable fields, signatures, and multiple pages, plus how to save and manage your templates. Tips: -Copy and paste your contract in small sections to make editing easier. -Use fillable fields for information that changes per client, such as names, fees, and due dates. -Make client signatures and required fields mandatory, but keep provider signature fields optional if you’ll sign later. -Save drafts as you work. Templates do not automatically save. -Combine multiple forms into one multi-page document to simplify client paperwork. -Turn off “Allow customizations before sending” if you rarely need to edit the template for individual clients. Once your template is saved, it’s ready to send to clients!