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Templates are used for documents such as standard forms and form letters for the organization. Only members of a DM administrator-determined group can mark a document as a template or edit a template document. |
Copies of templates can be retrieved by any user. When the copy is saved, a new Document Profile must be completed. A common use of the Templates feature is for form documents, such as those used in the real estate, insurance, and legal industries. |
The Quick Searches feature, which allows you to save search criteria, allows easy access to templates at any time. | |