0
How do I create and reuse a document template?
Question posée parÉCÉquipe CertyneoÉquipe CertyneoVoix active · 128
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.
Connectez-vous pour poser une question
我們使用Cookie 以改善您在我們網站上的體驗。對服務正常運作必不可少的Cookie始終保持啟用。 深入瞭解