How to create and send a reusable template

Templates save time when you send the same NDA, proposal, or contract repeatedly.

Create a template

1. From Home, click Create Template.
2. Upload Document — your PDF or Word file.
3. Fill in Details & Options.
4. Add Placeholders — place signature and text fields in the designer.
5. Click Save Template.

Send a template from Home

• On a template card, click Send — opens send-template with that template selected.
• Or start Quick Send → Step 1 → choose Template instead of Upload.
• Copy Link copies a URL that starts a send for that template.

Use View All under Your templates (or nav Templates) to manage the full list.

When to use a magic link instead

If many unknown people should sign the same document via one public URL, create a Magic Link. If you always send to named clients, a template + Send is usually better.

Related guides

• Create and reuse Magic Links
• Send a document with Quick Send