video1.0<iframe src="https://www.loom.com/embed/fa88baf4a05b41a78cf6da28539264c4" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/fa88baf4a05b41a78cf6da28539264c4-135286aaf5683c6d.gif295.147This Loom explains how to set up and use frequent presets so key information auto-fills in transactions. First, viewers should go to Settings then Presets on the left sidebar and confirm all onboarding preset fields are filled in and saved, since they populate documents automatically. Next, when creating a new envelope such as a buyer agreement, they should use the edit section and the gear icon on each question to set has preset value and save the desired default. The Loom also notes that for team leader settings, presets can be made read-only with a lock icon and an optional description for agent guidance.