Templates
Reuse documents, signer roles, and field layouts so you can send the same envelope again and again without starting from scratch.
A template is a reusable envelope blueprint. Instead of uploading files, adding signer roles, and placing fields every time you send the same kind of document, you set it up once as a template and start new envelopes from it in seconds.
This section walks you through creating templates, setting them up, placing fields, starting envelopes from them, organising them into folders, and sharing them with your team.
What is a template?
Understand what a template is and when to use one.
Create a template
Make a new blank template from the Templates page.
Set up a template
Add documents, signer roles, and a default email message.
Add fields to a template
Place signature and data fields on the documents.
Use a template
Start a new envelope from a template.
Template folders
Organise templates into folders.
Share a template
Give teammates access to a template or folder.