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Templates

Use a template to send a document

Start from a template and supply recipients for a new request.

Updated

Start the request

  1. 1Choose the template from My Templates.
  2. 2Create a document from the selected template.
  3. 3Map each role to the correct recipient.
  4. 4Review content and fields that may vary for this request.
  5. 5Send after the final preview.

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