Create a template
Save any document as a template, or build one from scratch. Templates keep the fields, roles and wording.
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Templates, bulk send and public links
Do the same document again, fast.
In this topicCreate a templateLock wording in a templateShare templates with your teamBulk send from a spreadsheetPublic signing links
Lock wording in a template
Mark parts of a template as locked so senders cannot edit them. Approval rules can catch changes to locked fields.
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Share templates with your team
On Team plans, templates can be shared with everyone or with a group, such as HR.
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Bulk send from a spreadsheet
Choose Bulk send on a template, upload a CSV, match its columns to the template roles and send. Each person gets their own copy.
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Public signing links
Turn a template into one link anyone can sign, such as a waiver on a QR code. Set a limit and a closing date.
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