Use a Template

Templates are used to speed up repeated signature requests by saving a document with the fields already added. If you have not created any templates yet, check out Create a Template for how to do so.

  1. Go to the My Templates list and choose Use Template for a document, either from the quick actions menu or the button in the top left when viewing the template
  2. You will be presented with inputs for the signers in the left column, enter the emails of the recipients
  3. There is an option to Swap Document in the top right. If the last field is on page 4 of the template document, then any swapped documents must have at least 4 pages
  4. Reposition fields if required
  5. Click Continue to move to the message screen
  6. Update the message or add CC recipients if required
  7. Click Request Signature to send the request