Using Templates

Once you create a template, you can use it to generate new draft documents. These documents 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 Documents available list on the right-hand side
  3. Click on a template to use.





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


How to generate a new document based on a template

  • On the Template page, click the Start draft button to generate a new document from the template.
    • The document will start in Draft stage.
    • Drafts are private documents only visible to the document creator. From here, you can make edits and adjustments to the document. 

How to start from a template in the document builder

  1. Begin a new document using the Document builder, OR select the Draft & Sign button from your Document Inbox.
  2. Click Start from Template.
  3. Click Create document.
  4. On the template page, click the Start Draft button to generate a new document from the template
    • The document will start in the Draft stage.
    • Drafts are private documents only visible to the document creator. From here, you can make edits and adjustments to the document. 

How to edit a template

  1. Navigate to the template 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 colleagues. External guests cannot access templates in your account.