Use a template to create a document

Turn a saved template into a real signature request.

1. Choose the template

   Open Templates and choose the template you need.

   Select the template to use.

2. Create a document

   Select Use template to create a new document.

3. Fill in real recipients

   Replace each placeholder with the real recipient’s name and email.

   Enter the real recipients for this document.

   Important: Check every address — placeholders are easy to leave behind.

4. Review and send

   Review the pre-placed fields, then preview and send.

   Preview before sending.

   Result: The document is sent with the template’s saved layout.