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:
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, 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):
These also allow you to specify which fields need to be filled by the recipient. 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 click "Use":
You'll see 3 options show up, 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. 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:
And, voila! You are ready to send your template 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 firstname.lastname@example.org.