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Templates

Create a reusable template

Turn a repeated document workflow into a reusable starting point.

Updated

Create the template

  1. 1Open Templates and choose New template.
  2. 2Upload or create the base content.
  3. 3Define recipient roles instead of one-time recipient identities.
  4. 4Place and assign fields to those roles.
  5. 5Name, review, and save the template.

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