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contract templates are a really big time saver so lets jump into our contracts templates page and see how it works so i can see that ive uploaded two templates previously and i can see how many times theyve been used i can view and delete them with these buttons on the right but today lets add a new template from scratch so you can add as many templates as you need im going to call this my partial planning what and because i want to initial sign or add fields for myself im going to check this box uh if you only want your client to sign or initial or date then you wouldnt need to select that and then well add our document you can pull any major file type from your computer pdf doc docx most major file types are accepted and then well click prepare template and it takes a few moments to load that contract into your screen here and at this point im just going to drag over all of the fields that i want on this contract template so that each time i go to send the contract those fi