A pre-defined envelope which can contain specific documents, recipients and roles, routing order and authentication and signing fields. Templates can also contain set signing instructions for the document and signature attachment requests. Templates can be set to allow the sender to make changes before sending the envelope.

Creating new templates

You can create a new template in 2 ways :

  • using the "Save as template" button from any existing draft

  • navigate to "Templates" and click the "New Template" button.

Sharing templates

Templates can also be shared between all the members of a organization. If you want to create a sharable template, make sure the "Shared template" checkbox is checked in the new template dialog.