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Sending a Document
Static Template – It is the same document every time; the only variable are the recipients receiving the document.
-An Example of a Static Template would be an application. The form itself is always static, the only information that would vary is who is filling out the application and what they are filling out
Applied Template- It is a document that will vary each time you send it out. The document and the recipients can be variables. The template will become an overlay of the updated document.
-An Example of an Applied Template would be a Listing Agreement that was generated from a forms provider. The document varies because the information being filled in by the forms provider is updated with each document (i.e. Seller’s name, property address, and more).
Managing your Real Estate Documents