Templates can save you time by allowing you to apply the same fields and settings when creating new envelopes.
In this article, we'll guide you through the steps on how to create a template that you can use for your envelopes.
Click Templates on the left-hand side and click Create template
Going forward, the process will be similar to when you create an envelope. To add documents for this template, you can either click on Browse files or simply drag and drop them from your desktop.
Next, define a placeholder for each recipient to easily identify which recipient to add when using this template (e.g. owner, buyer). You can also set the order in which the recipients need to sign the document.
Optional: Click on Options if you wish to add a pre-determined name and email for each recipient, require a password, or redirect recipients after they sign the documents.
Next, click Prepare documents to add fields to your document and guide them to where their signature is required.
Add the template's name, envelope name, and the message to its recipients.
💡 If you've set up groups on your account, you can specify which groups you want to access this template and automatically share envelopes sent using this template to the sender's group.
Lastly, click Save template.