Use and manage templates
Create reusable templates and start new agreements from them.
Click "Templates" on the e-signature list page to open the Templates page.
Templates
The templates page showing template cards with a New Template button.
To create a template: click "New Template", fill in Template Name, Description, Type (E-Signature or Clickwrap), Category (Legal, HR, Finance, Sales, or IT), and the template content in the text area. Use [BRACKETED PLACEHOLDERS] for fields that should be filled in later. Click "Create Template".
To use a template: click "Use Template" on any template card. You'll be taken to the appropriate editor (e-signature or clickwrap) with the template content pre-filled.
To delete a template: click the trash icon on a template card, then confirm in the dialog.