What’s the difference between Documents and Templates?

document is linked to a specific signer, or group of signers. 

template is a generic version of a document, that allows you to reuse the same document many times, for different signers, without having to set it up each time. 

  • If you often send the same document over and over to different signers, without needing to change the document in any way, then saving it as a template with all the fields in place will save you a lot of time.
  • Once created, all you will need to add is the name, email and mobile number (for one-time pins) of the signer and send for signature.

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