Documents & Contracts: Retaining custom values when converting to Templates

What’s New?

  • We’ve fixed the bug where custom values in fillable text blocks disappeared after converting a document to a template. Now, your custom entries remain intact!

How to Use?

  • Insert your custom values into the fillable text fields.
  • Click Convert to Template.
  • The fields and values stay in place—no extra rework needed.
Screenshot 2025-02-28 at 10
Screenshot 2025-02-28 at 10

Why We Built It?

  • We heard your feedback that losing data was frustrating. This fix ensures you can smoothly reuse documents without having to re-enter information every time.

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