Reusing a document with templates

A template is a document plus field positions — and no people. There are no recipients to fill in when you build one, and nowhere to type an email: you choose who signs each time you use it. That's what makes the same template work for a one-off signature today and a different person next week.

Either Save as template from any envelope you've already built (draft, sent or completed), or New template on the Templates page to upload a PDF and place fields from scratch. If the envelope you saved from had two signers, the template remembers that there were two signing parties — it just doesn't remember who they were.

Click Use template and confirm. You get a new draft with the documents attached; add the people who need to sign — individually or by attaching a contact group — and the field layout lands on them when you continue to the Fields step. Nothing is sent until you send it.

Rename a template from its card menu. Deleting one removes the template and its field layout. The underlying document and any envelopes you already created from it are untouched. A template that a shareable link uses can’t be deleted, because the link would be deleted with it and its URL would stop working: the message names the links. Archive them first from Shareable links, then delete the template. A link that has collected responses keeps its template even once archived, since deleting the template would delete the link and its list of responses. Only the creator or an org owner/admin can rename or delete.