Documents & Evidence · Synthetic Property 1

Templates & Forms

Create reusable forms and document packets

Templates Fields Web Forms Bulk Agreements Packets Versions

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Open web forms

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.