Available on Limited Trial | Standard | Advanced | Enterprise
Overview
Templates provide an easy way to get started using Spaces. Templates can be used to create documents, share files, assist clients and employees, and much more.
Skipping Ahead
Requirements
- Any plan that has access to Spaces
- Spaces are available to all plans except Personal
How to Use a Template in Spaces
To use a template in Spaces:
- Sign into docsend.com.
- Click Spaces in the left sidebar.
- Click Use template under the template you’d like to use.
You can select from these templates:
- Client Portal - This is used for proposals, contracts, and other professional documents.
- Virtual Data Room - This is used to store and share sensitive files and collaborating on requests.
- Onboarding Space - This is used for onboarding clients and employees while keeping their information secure.
- Board Meeting - This is used to share agendas and meeting notes and to archive documents.
Note: If you’ve already created at least one Space, you’ll access templates by clicking Browse templates on the Spaces page.