Create a reusable template

Save a document with its recipients and fields so you can resend it in seconds.

1. Open Templates

   Open the correct team and select Templates.

   Open the team’s template library.

2. Create the template

   Select Create template and upload the PDF you reuse most often.

3. Add placeholder recipients

   Add placeholder recipients with clear role names such as Customer or Manager.

   Note: Placeholder names are replaced with real people each time the template is used.

4. Place the fields

   Place and configure every field for each placeholder recipient.

5. Save and test

   Save the template, then create one test document from it.

   Result: The template produces a correct, ready-to-send document.