Creating and Using Templates

Templates are used to speed up repeatable signature requests by saving a document with the fields already present and in place

Creating and Using Templates

  1. Begin a Request a Signature workflow and go through it up until the custom messaging
  2. Ensure that Save as Template is checked and finish the workflow to keep the template
  3. To re-use the template go back to the Home Dashboard and choose Templates
  4. Click the down arrow on the template you wish to use and choose Use Template

Additional Information

Have an updated version of the document than the Template used? That’s fine! Once you choose to use the template, click Swap Document to replace it with a new one. Particularly useful if your templates are occasionally updated.

Additional resources:

For more resources
Using Templates