Guides
Templates & reuse
Send the same document repeatedly
Before you start
- A document you send often: an employment agreement, NDA, or terms form.
- Recipients who differ from send to send.
A typical example
One employment agreement → one template → Employee A, Employee B, Employee C. Same layout, same fields, different person each time.
The workflow
- Build the template once.
- Send from it, assigning a new signer each time.
- Prefill the per-send details.
- Repeat without rebuilding.
Step 1: Build once
Create the template with roles and fields. This is the only time you place fields. See Create a template.
Step 2: Send per recipient
Each send starts from the template: pick it, assign the recipient to the role, send. The layout is always correct.
Step 3: Prefill what changes
If only a few details change per person, salary, start date, prefill them at send time so each document is right. See Prefill information.
Step 4: Repeat
The template is ready for its next recipient. No re-uploading, no re-placing fields, no drift between versions.
What happens next?
Recurring documents become a few clicks per send. As your library grows, categories keep it navigable.