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Keeper Docs Overview
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Prepare 1099s
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What class is this for?
Transactions that need receipts
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Changelog
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July 2021 Design Update
Keeper's Sidebar
What is Keeper?
Zapier
Korean dramas we recommend
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2min

Templates Overview

Close Templates

  • Close Templates are a way to build out templates for your closing work that you can copy to clients in Keeper.

Project Templates

  • Project Templates are a way to add Non-Closing Tasks and Non-Transaction Questions to a client in Keeper.

How Templates Copying Works

  • A few basic principles to know about how Templates work in Keeper.





Updated 24 Mar 2022
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TABLE OF CONTENTS
Close Templates
Project Templates
How Templates Copying Works