Signing templates

When to use

Use templates for documents you send again and again, so signers and fields are not rebuilt each time.

You need signatures:read to open /signatures/templates; creating requests still needs signatures:write.

Go to /signatures/templates.

Choose the template that matches your document.

Use it when creating a new request at /signatures/new, then send as usual.

Review the signers and fields before sending; a template does not replace a final check.
Keep one template per document type to avoid picking the wrong one.