Editing, Customizing, and Using the Document Templates


(Hopefully, you’ve already watched the first Video on Entering Your Company Info)

Now we want to show you how to use the document templates…
Good news — They ALL work the same way!

Here’s how:

  1. Preview the Document Tempates
  2. Edit and Save a Customized and Re-usable Template
  3. Fill-in the Variables
  4. Save, Send, Print
  5. Click here for the step-by-step written / illustrated instructions