How do I send a document from a template?

Choose a template

Find the template under the Templates tab and click Use Template. Alternatively you can click the New Document button and then Use an existing template.

Tell us who needs to sign

The template will already have fields for each signer role. Enter the details of each signer.

Review the document

This step is optional :)

Depending on the template, there may be fields assigned to yourself. You won’t be able to send it until you have completed any mandatory fields.

Request Signatures

When you’re satisfied with your set ups, click Request Signatures at the top of the page to send it to the first signer.

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