How do I create and reuse a document template?
I regularly send the same kind of contract with the same fields. Can I save a template so I don't have to redo everything each time?
I regularly send the same kind of contract with the same fields. Can I save a template so I don't have to redo everything each time?
Yes — that's exactly what templates are for. Prepare the document once — placement of signature fields, initials, dates, signer roles — then save it as a template.
On later sends, you start from the template, fill in only the signers' details and send: the fields are already positioned. It saves a lot of time on recurring documents (NDAs, standard quotes, service agreements) and keeps all your envelopes consistent.
Log ind for at stille et spørgsmål
Vi bruger cookies for at forbedre din oplevelse på vores websted. Cookies, der er strengt nødvendige for servicens funktion, er altid aktive. Læs mere om vores cookiepolitik