Can I convert an existing document to a template?

Yes. Find the document under the Documents tab. In the Action column on the right, click on the triangle to open the action menu and click Create Template.

A role will be created for each of the signers on the document; it is helpful to rename these from the standard “signer-1”, “signer-2” etc, to make it easier to enter recipient details each time you use the template.

Once you have made any necessary changes to the fields in the document, or their allocations, click Save Template at the top right of the page.