Document templates set the basic layout for all Master documents that belong to the same document type. Master documents, on the other hand, establish the default content, fields and clauses for the documents that you create while working in a file (see this article for more information about Master documents).
To access document templates, navigate to the Settings from the top right navigation in Realti and select Templates under the Documents heading. A complete list of the document templates will appear in a table, with an option to Edit each of the templates in the right column.
There are nine document template types, listed below:
- Affidavit Template
- Envelope Template
- Fax Template
- Letter Template
- Memo Template
- Multi Party Agreements Template
- One Party Legal (Combined) Template
- One Party Legal (Simple) Template
- Statutory Declaration Template
Check out this article for more information on editing Document templates.