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Send from a template

Sending from a template skips the upload and field-placement steps — you only need to fill in the real names and emails for each signer role.

How to send​

From the Templates list​

  1. Navigate to Templates.
  2. Find the template you want to use.
  3. Click Send directly from the template row (or open the template and click Send from this template).

From the Dashboard​

  1. Click Use a template in the quick actions area.
  2. Select the template from the list.

From the New Envelope flow​

  1. Start a new envelope (Envelopes → New envelope).
  2. Instead of uploading a document, click Start from a template.
  3. Choose a template.

Filling in signer roles​

After selecting a template, you are taken to the Signers step. For each role defined in the template (e.g. Employee, Manager), enter:

  • Full name — the real person's name for this send
  • Email address — where their signing notification will go
  • Optional message — a personalised note for this signer's email

Setting signing order​

If the template was designed for sequential signing, the order is pre-set. You can adjust it for this specific send if the circumstances require a different order.

Review and send​

Once roles are filled, you are taken directly to the Review step — there is no field placement needed. Confirm the signer details and click Send.

Customising fields for one send​

If you need to add or adjust fields for a specific send (without changing the template), click Edit fields for this send on the Review step. Any changes you make apply only to this envelope — the template itself is not modified.