How to use a saved send page

Whenever you find yourself having to repeatedly put in the same information agian and again when documents, then consider using saved send pages.

With this feature, you Freeze to re-use & share even the most complicated workflows so you can quickly access them, and optionally make them available to other users on your team.

To create & save a workflow, visit the Send page, add your template documents as usual, and fill the page up with all the data EXCEPT anything you will want to change later, then select to Freeze to re-use & share at the foot of the page.

Even after a Saved Send Page has been created, the template(s) in the Send Page can be swapped out. This will keep all the participants and settings the same even when they are attached to a new template.