Signing templates

A signing template is a document saved with its fields in place. Instead of signers, it has roles, such as "Client" or "Landlord". Each time you use it, you say who fills each role.

Save a template

From a draft, click Save as a template to send again. From a request you have already sent, click Save as template.

The template opens in the editor. Under Roles, give each role a name, such as "Client". You can move fields, add roles and change the message, just as in a draft.

Use a template

On Sign, find the template under Templates and click Use. You can also open the template and click Use this template.

Enter a name and email address for each role, then click Continue. The new request opens with every field in place. Check it, and click Send for signing.

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