About Templates

Our rich template repository provides you with many pre-existing (default) templates, as well as gives you the ability to create your own.

Benefits of the template repository:

Create a new template
Duplicate and View templates
Send templates to clients
Delete templates
Edit templates

How to Create a Template

Go to:

Templates sidebar menu > on the template summary screen, click the create template link > on the add template screen, complete the form fields and click save.

Duplicate an Existing Template

When you are duplicating a template it gives you the ability to edit, delete, send, view and further duplicate this template.

Send a Duplicate Template

Sending a duplicate template means you are creating an agreement form to send to your client.

To send the agreement, select the“send” icon. On the “Add Agreement” screen, fill out the form fields and save the form.






Note: You can only send a duplicate template. You cannot send a template that is a default template.

How to Delete a Template

Unfortunately, you are not able to delete a default template provided by Danalix.
However, you can delete a duplicated template and a template that you have personally created.

Edit a Template

You can only edit a duplicated template and not a default template.

How to Duplicate a Template

Templates sidebar menu > on the template summary screen, click the duplicate icon > the template will automatically duplicate and display on the template summary screen.

How to View a Template

Go to:

Templates sidebar menu > on the template summary screen, find the template you want to view > click the view icon > a screen with the template is displayed where you can: Save it to your Files repository within Danalix, print it, or download it.

Updated on: 22/02/2023