Create a Template

A Template is an excellent way to create a document accessed by visiting a URL. This automated package is a fresh copy for every one of your signers and requires no work from you at the time of signing. 

1. View your Dashboard and select Create

2. Add documents to your package. You can do this by choosing one of the following:

  • Upload a previously created document files from your device.
  • Use the Doc Builder to create documents from scratch.
  • Use a previous package to select past documents.

4. Add fields for your signer.

5. Review the details of your summary page to ensure your document is ready for signature. 

If you are looking to create a package that invites recipients to view and sign via email, you can create a Recipient Invited Package. See our guide here to do so.

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