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In this video tutorial, Andrew from Cleos learning team demonstrates how to build a PDF document template in Cleo Grow. These templates enable the creation of reusable documents necessary for the intake process, streamlining the drafting of documents and filling out standard legal forms. Once a document is generated, it can be emailed to multiple recipients for signatures or signed electronically on a device in the office. To create a document template, users should go to the documents section on the sidebar, select the template editor tab, and click the "create new template" button. PDF document templates allow for the uploading of PDFs and overlaying of fields, such as signature and merge fields, making them a common choice for legal documentation.
