Templates

Templates

A template is an object that contains an envelope definition and can be used as a blueprint to create one or more envelopes using its stored information. Templates streamline the sending process when you frequently send the same or similar documents, or send different documents to the same group of people.

• Templates hold envelope information, but you cannot send templates as though they were envelopes. Instead, you can create envelopes using one or more templates to pre-populate the envelope with the information from the chosen templates.
• Templates do not define specific recipients. Instead, they define generic roles representing parties involved in the envelope’s transaction. When you create an envelope from a template, you specify specific recipients for each role defined in the template.

You can create an envelope using multiple templates. See Composite templates for details.

Next steps

Read about important template features:

• Creating and using templates
• Sharing templates
• Composite templates

Working with templates? Learn:

• How to create a template
• How to request a signature by email using a template
• How to request a signature using a composite template