How to Create a Reusable Template

If you've sent the same document twice, you should have a template. A template stores the document, its fields, and its signing roles — turning a ten-minute setup into a thirty-second send. 

Steps 

1.  Open Templates in the sidebar and click Create Template. 

2.  Upload the document you send repeatedly — an NDA, offer letter, or service agreement. 

3.  Define roles instead of real people: "Candidate", "Hiring Manager", "Witness". Roles are placeholders that get real names at send time. 

4.  Place fields for each role, exactly as you would for a normal request. 

5.  Set a default email message if you like, and save. 

Sending from a Template 

1.  Open the template and click send (or start a request and pick the template). 

2.  Fill in the real name and email for each role. 

3.  Send — fields, order, and message are already done. 

Note: Templates are available on the Basic plan (3 templates) and unlimited on Standard and above.