Templates allow you to quickly generate new documents without rebuilding the setup each time. Once a template is created, it can be reused by simply adding signer details and sending it for signature.
Requirements
A saved template
Permissions to send documents
Instructions
Templates can be used in two ways:
Option 1: Use the template directly
Navigate to the Templates section.
Locate the template you want to use.
Click Use Template.
A new document setup page will open based on the template.
Visual - Using template (Directly from template list)
Option 2: Select a template during upload
Click New Document.
Select Use an existing template.
Choose the template you want to use.
A new document setup page will open based on the template.
Visual - Apply a template from the upload button
Option 3: Merge templates during setup
Start by uploading one document from your device or using an existing template.
Once in setup, click Add New Document (found below the Document Pack Settings section, after Who Must Sign).
Select Use Existing Templates.
Choose the additional templates you wish to merge.
The fields and structure from the added templates will be incorporated into the current setup.
Visual - Merge templates during setup
Complete document setup
Add signer details
Replace roles with signer names and email addresses
Add mobile numbers if two-factor authentication is required
Update document details
Rename the document (used as the email subject line)
Review signing order, OTP settings, and CC recipients
Review fields and content
Ensure all fields are correctly assigned and positioned
Make any necessary adjustments
Send the document
Click Request Signatures
Expected Outcome
A new document is created from the template(s) with all fields and structure preconfigured. Only signer details and final checks are required before sending. Merging templates during setup allows multiple preconfigured documents to be combined efficiently in a single signature workflow.
FAQs
Does using a template change the original template?
No. A new document is created each time, and the original template remains unchanged. To override/update, click VIEW instead of Use Template
Can templates be used multiple times?
Yes. Templates are reusable and can be used as often as needed.
Do I need to reassign fields each time?
No. Fields are already linked to roles, but signer details must be added for each use.
Can multiple templates be merged in a single document pack?
Yes. Use the Add New Document tab in setup to merge additional templates.
Contact Support
Should you require any further assistance with this, please contact our Solutions team at [email protected]