Using a Template

There are 2 ways to use templates and send them as documents...

#1: Use Templates From the Templates Page

You can use a template that you have created by going to the Templates section and clicking "Use":

You'll see three options: Use Template, Get Template Link, and Sign In Person. To send your template as a document (directly through SignWell, one document at a time), click "Use Template":

From there, you can select one or more of your saved templates:

Once you've done that, you'll click "Continue" and your document will upload. You can then choose to upload another document or to replace the template file with another file:  

Hit "continue" again, and you'll be prompted to fill in the contact details for each of the placeholders that you previously assigned fields to in your template: 

From there, you'll be taken to the preview page where you can add additional sending and document settings.

#2:  Use Templates From the New Document Modal

The second way that you can use templates is to click on the "New Document" button in your Documents dashboard:

Next, click on "Use a Saved Template" to pick your template: 

After that, you will only need to select the template (s) you would like to use and fill in the placeholders with the appropriate contact information. 

The rest is simple - your template is ready to be sent!

If you require further assistance, please don't hesitate to contact us at support@signwell.com.