Working with templates

Templates can significantly enhance your efficiency by reducing manual tasks such as uploading files, placing fields and adjusting signing settings. You have the flexibility to save as many or as few changes in a template as you prefer.

For example, you could create a template that includes only a document and its signing settings, with no parties preset. Alternatively, you might set up a template with all parties specified but without including a document. This flexibility allows you to tailor templates to your specific needs, streamlining your workflow.

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