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Create & use templates

If you want the document to be multiple times with the same form fields and also send it to different people independently, then you can easily save the document as a template.
Gloria Dzida
Updated on 31.05.2023

Step by step

In this tutorial, we will show you how to create and use templates

Create templates

Open a document in the editor view. On the right in the "Save Template" tab, you can save the document as a template at any time.

Before saving the document as a template, you can still place two form fields, for example. To use the form functions, you can find a proprietary video in the description.

After you have made all the adjustments, you can use the tab on the right to save the document as a "template."

You can also save a document as a template directly in the Dashboard. To do this, click on the three dots on the right and then on "save as template".

In both cases, a new document template will be created in the dashboard on the left under Templates.

Use template

To use a template, switch to the "Templates" view on the left. Here you will find all the templates you have already saved.

By clicking on the three action items on the right, you can delete a template, directly create a new document from the template and open it.

When you open a template you can create a new document from the template at the top or in the bar on the right. You can edit and sign this as usual or save it again as a template.

Click on "Share link" if you want to send the document like a serial letter to many people at once. Each recipient will then get their own version/copy of the document and you can send out documents in series quickly and easily.

When you click on "Share Link", you can set a signature position and define the signature standard.

In the next step, you can copy the link and send it to the desired recipients and signing people.

Once someone has signed the document, a new document with the status "Completed" appears in the dashboard. For each person you invite to sign via a link and who also signs, a new completed document is created. You can then also sign this document yourself.

With this procedure, however, the template copy can only be signed by one person! If you want to have more than one person sign on the same document or sign it yourself, you can do so by creating a new document based on the template.

Have fun signing and sending out serial documents.