Send from a template

A template opens as a new document with all its fields. You only add who signs.

3 steps1 minutesPlans: Pro, Business

  1. 1

    Press Use

    In Templates, next to the template you want.

    Press Use
  2. 2

    Add the people

    The fields are already in place. Type the name and email of who signs.

    Add the people
  3. 3

    Press Send

    Check the document and send it as usual.

    Press Send

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