Accessing & Modifying Document Templates

ACCESSING & MODIFYING DOCUMENT TEMPLATES

This is how you view, edit, and manage templates already created.

HOW TO ACCESS & EDIT

1. Go to Templates section

2. Select a template

3. Click Edit

4. Update content

5. Save

🔑 IMPORTANT INSIGHTS

✔ Changes only affect future documents

Already sent contracts remain unchanged

✔ Email templates are separate

• Must be created in email builder

• Then selected when sending

✔ You can customize before sending

• Edit subject

• Edit message

• Preview before sending

✔ Use multiple templates if needed

No conditional logic inside one template
👉 Create variations instead

FREQUENTLY ASKED QUESTIONS

1. Can I edit a template after it’s created?

Yes 👍
You can update a template anytime.

2. Will edits affect contracts that were already sent?

No ❌
Changes only apply to future contracts, not previously sent ones.

3. Where do I access my templates?

Go to the Templates / Documents & Contracts section to view and edit them.

4. Can I customize the email when sending a template?

Yes 👍
You can edit the message or use an email template before sending.

5. Should I create multiple templates or just one?

It’s better to create multiple templates for different use cases (e.g., buyer, seller).

Still have questions? Join the weekly CRM support call or reach out through your REI Pulse support channel.