Note: Only available for Text Editor Templates
- Click the Documents button in the main navigation
- Click the “Template Editor” in the sub-navigation menu
- Create a new document or edit the appropriate Text Editor Document
- Click “Edit Settings”
- Make the necessary changes to the settings
- Click “Save Settings” to save the new document settings
Note: Within the document settings you can edit the number of contacts, companies, signers and user signers in the document. Find out more about the template editor here.