Templates are pre-formatted forms that serve as the starting point for new documents. Before you start sending online forms and agreements, you should (if not already done so, set up your templates). 
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You can add Kalix's Template Library templates to your account and customize them to meet your practice's specific needs. Alternatively, create your own templates using the template builder.
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Set up the template for an online form or agreement just like any other document template, e.g., chart note template.
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At the top of the template:

You can edit the associated message of the online document by clicking on the Edit Message Template button (shown above). 
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A pop-up window will appear. Kalix supports a different messaging template per messaging method, e.g., email, SMS, or fax. You can move between the different templates by selecting the applicable section.

You can also set up whether the template's created documents are sent by default to clients or contacts.

You can customize the actual message within the text editor. We recommend including instructions about how to access and complete documents. 
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You can also insert auto text for Kalix to auto-fill the message with the appointment, client, contact, referral, recipient, and practice-specific information.
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To insert auto text, put your cursor in the location you wish to insert the auto text field. Select Auto Text on the editor bar, and then choose the auto text field, as shown below.

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Note: You must include the auto-text link in your message. This is where Kalix auto-adds the document link and security code.