Templates
Set up a document once, with its fields and signer roles already in place, and create a ready-to-send copy from it whenever you need one.
4 topics · 7 articles
Topics
- Create a TemplateThe "New template" form: title, note, description, folder, and the options that every document created from the template inherits.3 articles
- Use a TemplateStart a document from a template, assign a signer to each role, and send it.Article
- Manage TemplatesWhat "Manage templates" shows and which actions are available for your own templates and shared templates.2 articles
- Save a Document as a TemplateReuse the file, fields, and settings of an existing document by saving it as a template.Article