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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 8 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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