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Creating agreement templates with docHub Sign can be powerful as it allows pre-defining agreement fields and data mapping for scalable workflows. Document name, fields, expiration dates, messages, and security options can all be pre-defined. Data can be mapped through merge mapping and object mapping. Recipient definitions and file attachments can also be preset. Setting up agreement templates may require expert guidance, such as from docHub agreements template expert Nickel. To create a new agreement template, navigate to app launcher, select docHub Sign for Salesforce, and follow the steps provided by Nickel.
