Creating and Using a Template
Templates allow you send your documents faster, especially if you find yourself sending out the same sort of document.
Here's a rundown of how you can create and use a template (and send it as a document):
To begin setting up your template, you need to upload a template by clicking on the "New Template" button from your Templates dashboard (separate from your Documents dashboard):
Once your template has uploaded, you'll be prompted to add placeholders for the template. Specify what placeholder title to use (Contractor, Client, etc.):
Once you’ve added your chosen placeholders and clicked "Save", the document will open.
From the left, you can click on a field and then click on the line of your document where you'd like to place the field (or drag and drop the fields, as matter of preference):
You can specify which placeholders need to fill out out each field by clicking on the drop-down arrow next to the placeholder name:
The different field types are: Text, Date, Signature, Initials, and Checkbox:
Once you're done adding fields to your document, click on "Finish Template," set the sending details for the template, and click "Save Template":
There are 2 ways to use templates and send them as documents...
#1: Use Templates From the Templates Page
You can use a template that you have created by going to the Templates section and clicking "Use":
You'll see 3 options, Use Template, Get Template Link, and Sign In Person. To send your template as a document, click "Use Template":
From there, you can select one or more of your saved templates:
Once you've done that, you'll click "Continue" and your document will upload. You can then choose to upload another document or to replace the template file with another file:
Hit "continue" again and you'll be prompted to fill in the contact details for each of the placeholders that you previously assigned fields to in your template:
Hit "Continue" again and you'll be taken to the preview page where you can make any last minute adjustments to the document before sending it off.
#2: Use Templates From the New Document Modal
The second way that you can use templates is to click on the "New Document" button in your Documents dashboard:
Next, click on "Use a Saved Template" to pick your template:
After that, you will only need to select which template/s you would like to use and fill in the placeholders with the appropriate contact information.
The rest is simple - your template is ready to be sent!
Update Or Make a Copy Of Your Template
To update or make a copy of your template, click on the "Update" or "Create a Copy" option from the drop-down menu at the end of the template's row:
You can replace the original template file with a different one and the system will keep your placeholder fields so that they are already placed on the new template:
You can also update your template with additional files by clicking on the "Add Document" button:
When you make a copy of your template, all of the data entry fields and the sending defaults that you had set will also be copied into the duplicate version of the template:
For additional help, reach out to us at email@example.com.