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 a live support call Monday and Thursday at 2pm MST, or reach out through your REI Pulse CRM support channel.