(WEBForms) How to create a transaction template

A WEBForms transaction template provides time saving for common items needed in a transaction. Items like forms, documents, contacts are info that you can prefill in and apply to the transaction. Here is a guide on how to set one up. 

Step 1: On the right hand column, click on the icon highlighted. Then click on "Transaction Templates."

Step 2: To create a template click on "Add."

Step 3: Fill in the fields.

Step 4: Here are the available fields you can prefill information in.

Step 5: To add items into your template click on the "+" for each of the available fields.

Step 6: In this example, I'm adding in a form.

Step 7: As you can see I've successfully added in the form. I've also done an additional step and added in a contact as highlighted.

Step 8: If you need to make any changes to the items you've added, you can click on the 3 dots on the side as shown.

Step 9: Create a transaction.

Step 10: Apply the template as shown.

Step 11: If we refer back to our step 7, we had the contact "Bob Smith" as a contact in our transaction template. 

Step 12: As you can see, this is the form we added in on step 7 of the guide.