How to send a signature request using a template?

A template is also a document that has been pre-designed and set up with specific formatting, layout, and content. A signature request can be sent using a template. When you need to send the same contracts out for signature to different groups of people repeatedly, you can use templates to save time.

Follow the below steps to send a signature request using a template:

• Click on Create New and select the Create New Document option.

• You will be taken to the Prepare document for signing page. Click the Browse Templates button in the Add File(s) section.

• There, you will find all the saved and shared templates. Choose a template from it and then click Use.

• Another way is to go to the Templates menu and select the My Templates option.
• Hover on a template from the list of templates, click the Use template option from the context menu dropdown, or click the Use button near the context menu.

• While using the template, you can change the recipient’s name, email address, etc., but the Role added in the template cannot be changed.
• After all the changes have been made, click Next and proceed with completing the signing request document.
• A signature request using the template has been sent successfully.