Document Templates

Templates let you save a document with pre-placed fields so you do not have to set them up each time. They are ideal for contracts, NDAs, onboarding forms, and any document you send repeatedly.

Creating a template

1. Navigate to Templates from the sidebar.
2. Click Create Template and upload your document.
3. Add placeholder roles (e.g. "Client", "Witness") instead of specific email addresses.
4. Place fields and assign them to the appropriate role.
5. Save the template.

Sending from a template

Click Use Template, then fill in the real recipients for each role. The fields are already placed — just review, customise if needed, and send.

Managing templates

Templates can be edited, duplicated, or archived from the Templates page. Only Admins and Owners can create or edit organisation-wide templates.