Creating Templates

Templates save time by allowing you to reuse document layouts with pre-placed signature fields. Perfect for contracts, agreements, and forms you send regularly.

Creating a New Template

1. Go to Documents & Signing → Templates
2. Click "Create Template"
3. Upload your base document (PDF, Word, etc.)
4. Add placeholder fields for signatures, dates, and text
5. Define signer roles (e.g., "Client", "Contractor")
6. Save the template with a descriptive name

Using Templates

When sending a document, select "Use Template" instead of uploading a new file. Choose your template, add recipient details for each role, and send. All fields are automatically placed.

Managing Templates

• Edit templates anytime to update fields or content
• Duplicate templates to create variations
• Archive old templates to keep your library organized
• Share templates with team members