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How to create and send a template

Templates are extremely handy if you find you are sending the same documents over and over again. They’re easy to create, and once set up, you just need to add your party details and you’re good to go!

Setting up your template

Step 1

Go to 'Templates' on the left-side panel and then click 'New Template'.

Step 2

Click inside the box to open up your files and select a document to upload, or just drag a file into the box.

Step 3

You should now see the page where you can add your fields. Your parties are on the left hand-side, to add more, just click the ‘+’ icon.

To edit the names of parties, hover your mouse over them and click the pencil icon. We always recommend naming your parties to correspond with their role in the template – tenant/landlord/client etc. This makes it a lot easier when assigning them to your party later on, we’ll talk more about this below.

When adding fields, make sure to have the correct party selected on the left as this is the signer the field will be assigned to.

Step 4

You can rename a template at the very top. Just click the pencil icon to the right of the title to rename it, then click the green tick to save the title.

Unlike sending an envelope, you only need to add your fields onto this template once and it will auto-save for next time.

Once your template is set up, we’re ready to send it out!

Sending out your template

Step 1

Click ‘New Envelope‘ on the top left of the page and select your template.

You can then click ‘Next Step’.

Step 2

Now you can select your signing sequence.

If you select All-at-once signing, all signers will receive the envelope to sign at the same time.

If you select One-at-a-time signing, whoever is listed as Party 1 has to sign before it is sent to Party 2, and so on.

You can add your party details, and assign them to their respective roles using the dropdown menu. This is to ensure that the right person is instructed to sign the correct fields on the envelope. Once a role has been assigned, it will be crossed out.

Step 3

Once you’ve assigned all parties their roles, click Next Step.

Step 4

As we’ve used a template, we don’t need to worry about adding fields, so if you’re happy with everything here, go ahead and click 'Send Envelope'.

And that’s it! Not only have you now sent your first envelope with a Template, but you’ve saved yourself even more time by adding a template to your account to send in future now, too!

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