Creating Reusable Templates to Save Time

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

1. 1Open a completed document
2. 2Click "Save as Template"
3. 3Name your template
4. 4Choose a category

Option 2: From Scratch

1. 1Go to Templates in the sidebar
2. 2Click "Create Template"
3. 3Upload your base document
4. 4Add 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