How do I send a document from a template?

QuicklySign lets you send a document based on an existing template in one of two ways: either directly from the template itself or when uploading a new document.

Use Template

Option 1: Use the Template Directly

1. Go to the Templates section in your account.
2. Find the template you want to use.
3. Click Use Template to start creating a new document from it.

Use an existing template

Option 2: Apply a Template During Upload

1. Start by clicking New Document.
2. Choose Use an existing template instead of uploading a file.
3. Select the template you want to base your document on.

In both scenarios, you then have to continue with the document setup and send the document off for signature.