Using a Template

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

Locating a template

1. From the Home, navigate to Documents/Inbox by selecting Documents from the sidebar, OR
   by selecting Template from the Documents available list to automatically filter out templates
2. Optionally filter documents further to find the correct template
3. Click on a template to use.
   
   
4. On the template page, click the Start Draft button
5. This will generate a new document from the template in Draft stage.
   • Drafts are private documents only visible to the document creator. From here, you can make edits and adjustments to the document. 

Using a template in the document builder

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

Editing a template

1. Navigate to the template to edit
2. Select Edit from the top right corner of the document   
3. Modify the the document
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 that templates can only be share with internal colleagues. External guests cannot access templates in your account.