Accessing Templates

Templates

The Templates section displays a list of pre-configured templates that are available to you.

Key points to note:

• Template availability is controlled by the administrator and may be assigned based on your user account, role, or department.

• As an initiator, you can use only the templates you have access to and initiate documents from them.

Using a template allows you to:

• Start a document with predefined structure

• Use pre-configured signers, signing order, and fields without manual setup

• Save time and ensure consistency in the signing process

If you do not see a required template or need access to an additional template, you must contact your administrator to request access or configuration.

For detailed steps, refer to the Using Templates section.