Using Templates

Once you create a template, you can use it to generate new draft documents, which can then be customized, shared internally and externally, redlined, and e-signed.

How to find a template

  1. From your Document Inbox, select Documents from the sidebar, or
  2. Select Template from the Stages list on the left side
  3. Click on a template to use.

Tip: You can filter documents further to find the correct template.

Generating a Document from a Template

  1. Click Create Document from the home page
  2. Click Start from Template
  3. On the template page, click the Start Draft button to generate a new document from the template.

How to edit a template

  1. Navigate to the template that you want to edit.
  2. Click Edit in the top right corner of the document.
  3. Modify the document as needed.
  4. Click Save in the top right-hand corner.
  5. Once the template is ready for use, click the Share button to give colleagues access.

Note: Templates can only be shared with internal users. External guests cannot access templates in your account.