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Create a template

Contents

Step 1

From the dashboard, go to ‘Templates’.

Create a template step 1

Step 2

Click ‘Create Template’ at the top of the page.

Create a template step 2

Step 3

Add a name for the template and upload a document from the list of options. Leave the signer details blank and click ‘Continue’.

Create a template step 3

Step 4

Drag and drop required fields onto the template.

Create a template step 4

Step 5

Click ‘Save Template’. When you want to use the template, press ‘Action’ and then click ‘Use’. You can also edit, copy, and delete the template.

Create a template step 5
Updated on 29 September 2025
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