How do I create a template?

This is meant to cover very basic templates only. For more advanced information on templates, please review this guide.
  1. From the Templates page, click New Template.
  2. ​Enter a name and description for your template.
  3. To upload one or more files to the template from your local machine or from one of your authorized cloud storage providers, follow the regular procedure described in Add Files.
  4. Add recipient roles and any named recipients.
  5. To add a bulk list of recipients, select the Import Bulk List option, and follow the regular procedure described in Send a Document Using Bulk Send.
  6. (Optional) To set a routing order for your document or add an authentication method, follow the regular procedure described in Add Recipients.
  7. To define a standard message for your template, or to add private messages for individual recipients, follow the regular procedure described in Add Messages.
  8. To save your template without adding fields, click Other Actions and select SAVE AND CLOSE.
  9. To set the signing fields for your document, click NEXT.
  10. To add signing fields for each of your template recipients, follow the regular procedure described in Add Fields to Documents.
  11. To finish your template, click SAVE AND CLOSE.

Your template is saved and ready to use.