Templates
How do I start an envelope from a template?
Turn a template into a live signature request by filling in real recipients.
Once a template is set up with documents, roles, and fields, you start a real envelope from it in a few clicks. You fill in the actual recipient names and emails, and BunnyDoc creates a live envelope that already contains your documents and field layout.
Start an envelope
- On the Templates page, click Create envelope on the template's row — or open the template's detail page and click Use template.
- The Create envelope from template modal opens.
- Envelope title — optionally give this envelope its own title. This is separate from the template's name.
- Recipients — for each signer role, choose Include (or Remove) and enter the Name and Email. At least one recipient is required.
- Choose how to proceed:
- Go to Setup Page — open the envelope's setup to review details before sending.
- Go to Editor Page — open the editor to adjust fields for this envelope.
- Send Envelope — send it straight away (or create a draft).
The template itself is never changed when you use it. Each envelope you start is an independent copy, so you can reuse the same template as many times as you like.
The recipient names and emails you enter here are attached to the signer roles you defined on the template's Set up page, so all the fields assigned to each role go to the right person.