Templates
Stop rebuildingthe same document.
Save any document as a template once, then start every future copy from it, with the fields and roles already in place.
- Included on every plan
- A shared catalogue to start from
Templates
- Master services agreement
- Residential lease
- Contractor agreement
Import from the shared catalogue
Standard forms your organisation publishes centrally
Build once
Any document
can become a template.
Prepare a document the way you want it, with fields placed and roles assigned, then save it as a template. The next one starts from there instead of a blank PDF.
- Create a template from any existing document
- Promote a document you already prepared into a reusable one
- Fields, roles and routing are saved with the template
Place fields
Reuse it
One click spawns
a ready-to-send document.
"Use template" creates a new document with fields and roles already placed, so you only fill in what changed. Duplicate a template to branch a variant, and archive the ones you no longer need.
- Use template pre-places fields and recipient roles on the new document
- Duplicate, archive and restore templates like any other document
- Usage tracking shows which templates your team actually relies on
Signing order
Sequential- Dana ReyesCompleted
- Michael OseiWaiting
- Priya NairNot yet
- accounts@acme.comNotified
Start from the catalogue
You do not have to
start from nothing either.
A shared platform catalogue offers common document types your tenant can import as a starting template, so day one does not mean building every form from scratch.
- A shared catalogue of starting templates available to every tenant
- Import a catalogue template, then adjust it to your own fields
- Your imported and self-built templates live in the same library
API keys
ProductionActive
sk_live_••••••••4a91
documents:writewebhooks:read
Recent deliveries
Questions
Questions about templates
What happens when you save, reuse or import one.
Can I turn a document I already sent into a template?
Yes. Any document can be saved as a template, and its fields, roles and routing come with it.
What happens when I use a template?
"Use template" creates a new document with the fields and recipient roles already placed, ready for you to fill in the details that change each time.
Where do the catalogue templates come from?
They come from a shared platform catalogue of common document types, which you can import into your own workspace and adjust as needed.
Can I tell which templates my team actually uses?
Yes, usage tracking on each template shows how often it has been used to start a new document.
What if I need two versions of the same template?
Duplicate it. The copy becomes its own template you can change without touching the original.