More ways to work
Creating and editing templates
If you send the same kind of document repeatedly — an NDA, an offer letter, an intake form — save it as a template so you don't have to re-place every field each time.
Free plan: 1 template. Starter and Starter Team: unlimited.
Creating a template
- Click Templates in the sidebar, then Create New Template.
- Upload a PDF (5 MB max, no password protection).
- Give it a Template Name (this defaults to your file name, but you can change it).
- Add recipient slots instead of real recipients — templates don't store actual names or emails, just placeholders like "Recipient 1," "Recipient 2," and so on (up to 10). You'll fill in the real names and emails each time you use the template.
- Place fields exactly as you would on a regular document — pick a field type, pick which recipient slot it belongs to, and click the PDF.
- Decide whether to leave Auto-release signatures when complete on, and whether to turn on a signing order for the template (paid plans).
- Click Save Template.
Tip: Ctrl/Cmd+Z undoes your last field change here too, but there's no visible undo button — it's a keyboard-only shortcut.
Editing a template
Click the pencil icon on a template card to open it for editing. You can add or remove recipient slots, and add, move, resize, or delete fields, just like when creating it.
Two things you can't change once a template exists: its name, and its PDF file. Both are locked in edit mode. If you need to change either, create a new template instead.
Deleting a template
Click the trash icon on a template card. This deletes it immediately with no confirmation prompt — there's no "Are you sure?" step, so double-check before you click. Documents you've already sent from this template aren't affected, since sending copies the template's content into a brand-new, independent document.
Note: There's currently no way to duplicate a template. If you want a variation of an existing one, you'll need to create a new template from scratch.