Guides
Templates & reuse
Create templates for different document types
Before you start
- A list of the document types you send.
- The finished PDF or draft for each type.
The workflow
- List your document types.
- Build one template per type.
- Name them clearly.
- Organize with categories.
Step 1: List your types
Contracts, NDAs, onboarding packets, quotes, waivers. Each type has its own fields, roles, and approval path, so each deserves its own template.
Step 2: Build one per type
Create a template for each document type with its specific signer roles and fields. See Create a template.
Step 3: Name them clearly
Use names that say what the document is for, Vendor NDA, not Template 4, so you can find them at send time.
Step 4: Organize with categories
Group templates by category, HR, Sales, Legal, and your library stays navigable as it grows. See Template categories.
What happens next?
Each document type is a one-click start with the right layout guaranteed. This is the foundation of a genuinely reusable signing workflow.