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Import Overlay

Last Updated: Jun 22, 2017 12:02PM PDT

 

The Import Overlay feature can be used to duplicate the document overlay of a previously sent document or previously built Reusable Template. This is intended to save time normally spent dragging and dropping form fields when sending a new document or creating a new Template.  


On the right-side of the Document Overlay screen select Import Overlay. You can then use the drop-down menu to list the overlays of Templates in your account or Similar Sent Documents, which are documents that have a similar base file. You can then hover over the list of documents to preview the overlays that can be duplicated on your new document. When you find the overlay you wish to import, simply click the document from the listing.

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