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Template

Learn how to create, edit, share, and use templates for a simplified document creation process.
How to create a template?
How to use a shared template?
How to share a template to other teams?
How to edit the existing template?
How to copy or duplicate a template?
How to send a signature request using a template?
How to save documents in drafts while using a template?
How to merge multiple templates and send out for signature?
How to discard the changes while editing the template?
How to get the template ID?
How to replace the document in the template?
Can I create a template without form fields?
How to create a template with SMS delivery option?
How to allow sender to manage files while using templates?
Is it possible to edit the document message while using templates?
How to allow sender to manage recipients while using templates?
How to organize and manage templates using tags?
How to pin a template to the Dashboard in BoldSign?
Is it possible to have a reviewer role in template?
Can I share and use a template with the default sender email?
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