DOCUMENTS
Create a document from a template
Pick a template, answer a few questions, and Intralyn writes the document on your letterhead. Edit it, then print, download or share it.
Steps
Open Documents and choose New document.
Find a template: search, choose what you need to do, or browse a category such as Sales & quotes, Orders & shipping, Agreements or Letters & emails.
Answer the questions. Your business details fill in for you, and you can pick a customer or vendor so their details fill in too. The Live preview updates as you type.
Choose Create my document.
In Edit & save, make any changes, then save.
Draft, Final, Sent and Signed
Each document has a status. Drafts print and share with a DRAFT stamp; mark it Final when it’s ready. Sending marks it Sent. Intralyn doesn’t collect e-signatures on documents: print it with signature lines, then choose Signed and record who signed and when.
Share, print or download
Under the document, choose Download PDF, Print or Send. Internal documents (like checklists) can be printed or downloaded but are never shared by link.
Download a PDF to keep your own copy. Intralyn keeps the document’s details so you can open, change and download it again, but it doesn’t keep copies for you.
Which templates come with my plan?
Every plan includes 12 essential templates, including the quote, business letter, payment reminder, thank-you letter and business checklists. The full library, blank documents and presentations come with Pro and Business. On other plans you can try any template and preview it; upgrade to save, print and share it.