Documents & Evidence · Synthetic Property 1

Templates & Forms

Create reusable forms and document packets

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Published templates

Drafts

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Make one personalized document per row of a spreadsheet. Give a column for each field of the template; add signer_name and signer_email to send each one for signature. Every row is checked first, so one bad row makes nothing. Running the same file again skips what already exists.

Template	Columns the file needs	Action
TPL-0001 Group booking agreement	Group name, Contact name, Arrival date, Rooms, signer_name, signer_email	Make documents from a spreadsheet CSV with one column per field TEXT, up to 2 MB. Send to many signers CSV: one column per template field plus signer_name and signer_email TEXT, up to 2 MB. One document and one signature request is made per row and sent.
TPL-0002 Vendor confidentiality	Vendor name, Contact name, signer_name, signer_email	Make documents from a spreadsheet CSV with one column per field TEXT, up to 2 MB. Send to many signers CSV: one column per template field plus signer_name and signer_email TEXT, up to 2 MB. One document and one signature request is made per row and sent.

TPL-0002 · Vendor confidentiality

Status: Published
Kind: Contract
Current version: Version 1, published 2026-09-09
Needs a signature: Yes
Documents are kept: Standard (7 years)
Fields: Vendor name, Contact name

Published text, version 1

Vendor confidentiality

Vendor: {{Vendor name}}
Contact: {{Contact name}}

The vendor keeps guest and property information confidential.

Actions

Edit draft

Publish

Make a document

Make documents from a spreadsheet

Send to many signers

Retire

History

2026-09-09 14:00 template.publish · Jordan Stubbs
2026-09-09 14:00 template.create · Jordan Stubbs