More ways to work
Sending a document from a template
Once you've created a template, sending from it is much faster than starting from scratch.
Steps
- Go to Templates and find the one you want.
- Click Use Template.
- Inkless asks you for the real name, email, and (on paid plans) phone number for Recipient 1 — fill it in and click Confirm.
- If the template has more than one recipient slot, you'll be asked for Recipient 2, Recipient 3, and so on, one at a time, until every slot is filled.
- As soon as you confirm the last recipient, the document is sent immediately.
Heads up: Unlike the normal upload flow, there's no review step here — no chance to reposition fields, add a custom message, or double-check anything before it goes out. Everything about the document's layout, fields, and settings comes straight from the template. If you need to adjust anything about the document itself, do it on the template first.
The number of recipients is fixed by the template — you can't add or remove recipients on the fly when using it this way. If you need a different number of signers for one specific case, either edit the template first or start from Upload instead.