Templates
How to search templates, switch between published, draft and archived, and use, duplicate or delete one.
Send from template
How to send a template to one set of recipients, or one package per row of a list.
Launch drafts
How to pick up a send from a template you started but did not finish.
Template Builder
Which sections a template is built from, how to place its fields, and how to publish it.
Template Fields
How to place fields against a role rather than a named person, document by document.
Building a workflow
How to take a document you send often through roles, fields, merge fields, reminders and expiry.