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Build and manage reusable templates

Keep repeatable page layouts and signer roles.

  1. Prepare a document with pages, roles, and placed fields, then save it as a template.
  2. Use a template to create a fresh draft. Enter the actual recipient names and addresses before sending.
  3. Workspace control → Templates shows your reusable and standard templates. You can rename or remove templates you own.
  4. Removing a template does not remove agreements already created from it. Bulk batches keep the template version reviewed when their CSV was validated.