Guides
Templates & reuse
Create a reusable template
Before you start
- A document you'll send more than once.
- A PDF or DOCX ready to upload.
The workflow
- Upload the document and start a template.
- Add signer roles.
- Place the fields.
- Publish.
Step 1: Upload
Create the template from your document. You can start from any PDF, see Create a template.
Step 2: Add signer roles
Add roles for everyone who signs, Client, Manager, HR. You assign a real person to each role each time you send. See Add signers.
Step 3: Place fields
Add signature, date, text, and checkbox fields and assign each to a role. Configure how they behave in Configure fields.
Step 4: Publish
Publishing makes the template sendable. The editor flags anything incomplete, resolve those, then publish.
What happens next?
The template is now reusable: pick it, assign signers, send. Start a library with categories once you have several.