Reapit - Sending a document from your SignatureSense library
Some documents do not need a template in Reapit
Not all documents that you send for signing will need to come from a "Template" in Reapit.
If the document has no Reapit merge codes then there is no need to create a template in Reapit's template editor.
Instead, the document can come directly from your SignatureSense App library. It's much quicker to send these because you do not need to open the template and save it via Word into "Letters".
How to send a document from SignatureSense App library?
1) Go to the property (or tenancy) in Reapit
2) Launch the SignatureSense app (usually the cloud icon)
3) Click "Send New Document"
4) Click "View Library"
5) Tick the box next to the relevant document(s), click "Copy to Document" and then "Done".
This moves a copy of that document into the "Letters" area, ready for sending.
6) Click "Issue Now" next to the document that is now in the list.
7) Click "Add" next to the signatories and Send.