Create and use templates

Create a template

Open New Template, enter a clear name and description, upload the template PDF and configure reusable recipient roles. Use the template field designer to place fields and assign them to the correct role. Preview and save the template when complete.

Use a template

Open Templates List, choose the required template and select the option to use it. Enter the request-specific title, recipient names and email addresses, then check the generated request before sending.

Templates save preparation time but must be reviewed whenever wording, page layout, recipient roles or legal requirements change. A changed PDF can invalidate existing field positions. Keep template names clear, remove obsolete versions and test the signer preview after every material edit.