Create a template
Step 1 From the dashboard, go to ‘Templates’. Step 2 Click ‘Create Template’ at the top of the page. Step...
Envelope Templates
Create a template, use a template, delete a template, and more.
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Use a template
Step 1 From the dashboard, go to ‘Templates’. Step 2 Locate the template you would like to use and click... -
Create a template for a multi-signer workflow
Step 1 From the dashboard, go to ‘Templates’. Step 2 Click ‘Create Template’. Step 3 Add a name for the... -
Delete a template
Step 1 From the dashboard, go to ‘Templates’. Step 2 Click the checkbox of the template you want to delete.... -
Copy a template
Step 1 From the dashboard, go to ‘Templates’. Step 2 Find the template you want to copy. Step 3 Click... -
Use a pre-built template
Step 1 From the dashboard, go to ‘Templates’. Step 2 Locate the pre-built template you would like to use from...
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