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Getting Started6 min readJanuary 5, 2026

Creating Reusable Templates to Save Time

Learn how to create document templates that can be used again and again, saving hours of repetitive work.

DK

David Kim

VP of Engineering

Why Use Templates?

If you frequently send the same types of documents, templates can save you significant time. Instead of adding fields every time, create a template once and reuse it forever.

Creating Your First Template

Option 1: From an Existing Document

  • Open a completed document
  • Click "Save as Template"
  • Name your template
  • Choose a category
  • Option 2: From Scratch

  • Go to Templates in the sidebar
  • Click "Create Template"
  • Upload your base document
  • Add placeholder fields
  • Best Practices for Templates

    Use Descriptive Names

    "Employment Agreement - Full Time" is better than "Template 1"

    Organize with Categories

    Group templates by type: Contracts, HR, Sales, Legal

    Set Default Recipients

    Define roles like "Hiring Manager" and "New Employee"

    Add Instructions

    Include notes for people filling in the template

    Popular Template Examples

  • Employment contracts
  • NDAs
  • Sales agreements
  • Rental applications
  • Service agreements
  • Permission forms
  • Browse our template library

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