Save and reuse signing templates
In Invite to sign, click Save as signing template in the top bar to keep its roles, fields, message, order and reminders. Next time, click Start from a signing template in Invite to sign, or Use in Templates → Signing templates, and fill in each person's name and email.
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A signing template remembers how a request is set up, not who it goes to: each recipient becomes a role (“Tenant”, “Landlord”), and fields stay assigned to their role. Use it for documents you send again and again, like leases, offer letters or NDAs.
Save a template
Step 1: Set up the request once
In Invite to sign, add the recipients, place each one's fields, and choose the order, message, reminders and expiry.
Step 2: Save it
In the top bar, click the template icon, Save as signing template (its label shows on wide screens). The names you typed become the role names.
Use a template
Step 1: Open the document
Open the PDF and switch to Invite to sign.
Step 2: Start from the template
Click Start from a signing template at the top of the recipients step and pick one. Its roles replace the current recipients, and its fields go onto the same page numbers.
Step 3: Fill in the people and send
Type each person's name and email in place of the role, check the fields, then Send.
You can also start from Templates → Signing templates: Use asks which document to send it with, and Use with “…” in the ⋯ menu opens the document the template was made from.
Rename or delete
In Templates → Signing templates, each template shows its roles, field count and when it was last used. The ⋯ menu has Rename and Delete. Deleting a template doesn't affect requests already sent from it.
Can my team use my signing templates?
Not yet. Signing templates are personal. To share a reusable document with your team, use a document template.
What's the difference from a document template?
A document template is a reusable PDF with its fields. A signing template is the recipient set-up of a request (roles, which fields each fills, message and order), applied to whichever document you choose.
Can I bulk send from a template?
Yes: apply the template, keep one signer, then choose Bulk send when you send. See Bulk send.
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- Request signatures from other peopleOpen the document and switch to Invite to sign. Add each recipient's name, email and role, choose In order or All at once, place each person's fields, then choose Send, check the title, message, reminders and expiry, and select Send.
- Bulk send: one document to a whole list, each person signs their own copyPrepare the document for one signer, choose Bulk send when you send, then upload a CSV or Excel list (or paste rows) with a name and email per person. Everyone gets their own copy and signing link; you track them all in Sent. Up to 500 recipients per bulk send, on Business.
- Contacts: add, import and send to the people you sign withContacts in the sidebar lists everyone you've sent a document to for signature or who sent you one, plus anyone you add or import. Click Send to sign next to someone and the document you pick opens in Invite to sign with them already filled in.
- Track, remind, cancel or resend a signature requestOpen Sent in the sidebar and select a request. Each recipient shows Emailed, Opened, Signed or Declined. Use Remind, New link / fix email or Cancel request, and download the Signed PDF and Certificate once it's Completed.