You can create unlimited document templates in Lexicata for all your various fee agreements and engagement letters. These templates can then be edited and sent out for e-signature without affecting the original template.
- Navigate to Documents > Template Editor in the left sidebar
- Click "Create New Template"
- Give your template a title
- Optionally, check the box if you'd like to also insert
- Type in the text of the document, or copy/paste it from the original
- Be sure to make any required formatting changes, as sometimes the formatting does not align perfectly after pasting in the text from a Word document
- Click "Save Template" to save it before you exit the template editor