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.
Meld u aan om een vraag te stellen
We gebruiken cookies om uw ervaring op onze site te verbeteren. Cookies die strikt noodzakelijk zijn voor het functioneren van de service zijn altijd actief. Meer informatie