Introduction to Templates

Templates let you save a fully configured envelope — complete with documents, fields, roles, and default settings — for reuse. Rather than rebuilding the same envelope over and over, you set it up once as a template and deploy it in moments.

Templates work well for frequently-sent documents like employment contracts, onboarding forms, NDAs, tax returns, or client agreements.

Accessing templates

Navigate to the Templates section via the left-hand menu. The page lists all of your organisation's templates in a table with these columns:

• Name — The template identifier.
• Group — The shared group (visible to administrators only).
• Creator — The team member who created it.
• Created — The creation date.

Template actions

Each template provides an Open button for viewing or modifying it, plus an Actions dropdown containing two sending options:

• Quick send — A simplified interface where you supply recipient information and send immediately. Use this when no template adjustments are necessary.
• Use template — The complete envelope creation interface with the template already loaded, letting you modify documents, fields, and settings before sending.

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