How do I make a copy of a template?

If you need to make a copy of a template to make updates - or if you want to make slight variations of an existing template, you can easily copy the template in Real Signature. 

Step 1: go to Document Templates and click make a copy next to the template. 

Step 2: Rename your document. For example, if you are making a copy of the Buyer Consumer Protection Notice, rename this Consumer Protection Notice (Seller).

Step 3: Click Transfer Fields if you want to transfer the fields to another person. 

• This is super helpful if you are creating a "buyer" version or "seller" version
• Transfer all the Buyer fields to Seller fields

That's it! From there, you can edit your template as normal. How do I create a template with Real Signature?