Use Templates to Streamline Document Creation Processes

Optimize the process of sending frequently used documents

Enhance efficiency and consistency in your document creation workflow

Simplify and streamline your document workflow with Templates; create reusable templates for frequently sent forms and contracts. Templates are ideal for individuals and corporations dealing with recurring document types. Experience a more organized and time-saving approach to handling your documents.

Prepare Documents with Reusable Templates

Create templates to save time sending out frequently used documents

automate workflows

Effortlessly customize and tailor your Template documents with pre-defined placeholders that ensure a professional touch.

Time-Saving templates

Create reusable templates for your documents, and share them with your team to collectively maximize efficiency and save time.

consistency & accuracy

Establish standardized layouts, formatting, and content, reducing the risk of errors and inconsistencies across different versions of documents.

Fast document generation

Accelerate the document generation process with ease. Simply select your template, customize any necessary details, and send out your document in a fraction of the time.

Effortless customization

Enjoy the freedom to personalize and adapt templates to match your unique requirements, ensuring that each document reflects your desired style and information.

paperless Solution

Make a positive environmental impact by embracing paperless solutions and contributing to a sustainable future.

How to Create a Reusable Template?

Generate templates for multiple recipients and define signing order

Upload Your Document(s)

Go to the Templates section on your Dashboard. Upload your preferred document that you wish to use as a template.

Add Signers & Roles

Add recipients and assign their respective roles for the document. Take control of the signing process by determining sequence of signers with steps and roles.

Prepare Your Document(s)

Add signature fields on your document by selecting annotation fields from the left-hand editor. Drag and drop fields anywhere on your document as preferred.

Before Saving Your Template..
Before saving, review your new template. The final step is to write an optional message when sending out your template. Explore document settings where you can adjust reminders or expiry dates. With Templates, these settings will remain the same each time you send the template, unless they are modified.

You can also find free contract templates for different purposes and industries available to download!
Wish to learn more? Check out our Help Center.

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