From the Template Detail Screen:

1. Enter the Sort Number* (up to two places past the decimal) for the order you want the item to appear in.
2. Checkmark whether you want that section to be initialed**
3. Then click ADD
4. Use the list of place holders by embedding them throughout the sections of your document. This will field map your document to merge the data from the fields on the Lease Input Screen when you generate a Legal Document from the list of templates available from the Lease Input Screen drop-down menu.

*Numbers can be entered for up to two places after the decimal. Therefore,  if you would like to place a line between two existing items, such as 1.00 & 2.00, you can give the new items an order number of 1.10 and it will appear between these two.  

** Initials can be checked "on" or "off" from the side of each section box,

*** Select Delete to remove any existing item

From the Template Detail Screen:

1. Enter the Sort Number (up to two places past the decimal) for the order you want the item to appear in.
2. Checkmark whether you want that section to be initialed
3. Click on the Browse Button, a window will open on your computer allowing you to search for the document to upload. Once you have selected the document, the file name will appear in the identification box.
4. Then click ADD

* The pdf document will appear as a link with it's own sort number, this section can require an initial like all other sections of the document.

** If you change any existing fields, click UPDATE to save the changes

*** To see how the document will look, click on PREVIEW, and a new window will appear with your web -based document.