Access RocketCRM
Open the RocketCRM web portal for your company.
On the left sidebar, click on Payments.
Click on the Documents & Contracts section at the top.
Choose Template from the options.
Create a New Template
Click on the New button at the top right corner.
Click on New Template ("Create a template for Documents & Contracts").
Click the + sign.
Click on TEXT and drag it to the document.
Delete the space saver text and either type out the document or copy/paste content.
Format the document as needed.
Adding Fillable Fields
Click the + sign at the top left.
Choose Text Field from the Fillable Fields section.
Drag and drop the Fillable Fields into the document.
Click * (in the document) and drag the fillable box into place, resizing as needed.
Click To be filled by on the right side.
Select the person who will be filling in the information.
Click the Please Input field and type out what needs to be filled in (e.g., "Policy Holder's Name").
Repeat for all necessary fields.
Adding a Date Picker
Click the + sign.
Click on the Date field in Fillable Fields and drag it into the document.
Click * (in the document) and position the date field where needed.
Select the person who will be adding the date and format the date field as needed.
Adding an Initials Box
Click the + sign.
Click on the Initials box in the Fillable Fields section.
Drag and drop it into the document.
Click * (in the document) and move the box to the required position, resizing if needed.
Adding a Signature Box
Click the + sign.
Click on the Signature box in the Fillable Fields section.
Drag and drop it into the document.
Move the signature box to the correct location and resize if needed.
Uncheck the Show Signer Name box on the left.
Click Save at the top right corner.
Completion
Once all required fields have been added and formatted, review the document for accuracy. Save the template and exit the document editor.
Click "Payments"
Navigate to "Documents & Contracts" Click "Templates"
Click "New"
Click "Create a template for Documents & Contracts"
Click the "+" sign.
Click here and drag it to the document.
Delete the space saver text and either type out the document or copy/paste here.
Format the document per preference.
Delete the space saver text and add enough space to enter the required text.
Click the "+"
Drag and drop the "Fillable Fields" to the document.
Click "*"
Drag the fillable box into place and resize as needed.
Click "To be filled by"
Select the person who will be filling in the information.
Click the "Please Input" field.
Type out what needs to be filled in (Policy Holder's Name etc)
Repeat for all space saver text.
Click this icon.
Click here.
Click "*"
Click here.
Click the "Please Input" field.
Type out what needs to be filled in (Policy Holder's Name etc)
Click "To be filled by"
Select the person who will be filling in the information.
To Add a "Date Picker"
Click the "+"
Click on the Fillable Fields "Date" and drag and drop into the document.
Click "*"
Drag the date field to where it needs to be in the document.
Select the person that will be adding the date and format the date information.
To Add and "Initials" box.
Click the "+"
Click on the "Initials" box in the "Fillable Fields" and drag and drop into the document.
Click "*"
Drag the box to where it needs to be and resize if needed.
To Add a "Signature" box
Click the "+"
Click the "Signature" box in the "Fillable Fields" and drag and drop it into the document.
Drag it to where it is needs to be and resize if needed.
Uncheck the "Show Signer Name" box.
Click "Save"