Creating Templates

Templates allow you to create a master document in order to generate copies, leaving the original intact. Also, lock signing order and email addresses.

If you have the need to reuse the same document(s) over and over, creating a template will help ensure that you always have a fresh copy available. In addition to serving as a master copy, templates can also be shared among team members, can be used to create Signing Links and also for the Bulk Send for Signing feature.