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All CollectionsGetting Started with TIS: A Step-by-Step Guide
How to Download, Copy and Paste Templates to Add to your CRM?
How to Download, Copy and Paste Templates to Add to your CRM?
Updated over 10 months ago

You have the option to download the agreements from the portal and transfer them to your CRM. If you had previously created or saved a personalized template, simply access the agreement and perform a copy-paste action.


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