• Go to “Documents” in the main navigation
  • Click the “Template Editor” 
  • Create a new document or edit the appropriate Text Editor Document
  • Click “Edit Settings”
  • Make the necessary changes to the settings
  • Click “Save Settings” to save the new document settings

*To make the document a non-signable document:*
Under “edit settings” look for “Will this document be e-signed?” select “No”

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