video1.0<iframe src="https://www.loom.com/embed/f4ec72204d9f4fdc9d99acc8357652a2" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/f4ec72204d9f4fdc9d99acc8357652a2-00001.gif255.18Hey everyone! I'm thrilled to introduce you to our latest feature, document templates. With document templates, you can now easily create PDF documents within Firm 360 and distribute them to your clients. In this video, I'll guide you through the process of accessing and using document templates, including how to personalize the documents with client-specific information. Stay tuned for a step-by-step demonstration and get ready to streamline your document creation and distribution workflow!