How do I create my own custom template?

Creating custom templates saves time for documents you send frequently:

1. Upload a document that you want to turn into a template
2. Configure all the signature fields and recipient roles
3. Instead of clicking 'Send', look for the 'Save as Template' option
4. Give your template a clear, descriptive name
5. Add a description to help you remember what the template is for
6. Click 'Save' - your template will now appear in the Templates tab

Create Custom Template:

Click the 'SAVE as TEMPLATE' button in the top right corner to access your account.

You can edit or delete your custom templates at any time from the Templates section.