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Agreement templates with DocHub Sign are powerful tools that require planning to create effectively. These templates allow for pre-defined agreement fields and data mapping, leading to scalable agreement workflows. Users can set document name fields, expiration dates, messages, security options, recipient definitions, map fields to agreement fields, and preset file attachments. Learning to set up agreement templates takes time and expertise. To walk you through this process, an expert like Nickel from DocHub can guide you step by step. To create a new agreement template, navigate to the app launcher, select DocHub Sign for Salesforce, and follow Nickel's instructions.
