Use a template

Templates are used to help you save time and reduce errors. Rather than creating a document from scratch each time, you can use one of our pre-built templates or build your own template for repeated use.

When using a template to send a document, you can make any changes you'd like without affecting the template itself. You may also choose to send it as-is.

When should I use a template?
Wen you're using or sending the same document over and over but the recipients vary

To use a template, you need to first create a template. After creating a template, you can use a template to create a document in two different ways:

From the templates area
From the documents area

Use template from the templates area

Click the Use button on the template you’d like to use

Click Continue. All files, recipients and fields will be populated from the template
Add name and email for placeholder recipients and/or add additional recipients
Click Review & Send to review settings and add messages, as needed
Click Send

Use template from the documents area

Click the + button as if you’re creating a document from scratch
Choose Use Template to pick a template or templates from your template library

Click Continue. All files, recipients and fields will be populated from the template
Add name and email for placeholder recipients or add additional recipients
Click Review & Send to review settings and add messages, as needed
Click Send