Create a Template

Templates are used to speed up repeatable signature requests by saving a document with the fields already present.

1. Begin a Request a Signature workflow
2. At step 8, check the box in the lower left to Save as Template
3. Send the document for signing
4. A template will have been created in your My Templates section that matches the document and fields used in the request
5. See Use a Template for how to use it

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