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: 

To learn how to get the template link or how to sign in person, please view the linked articles. 

For additional help, reach out to us at support@docsketch.com.

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