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