Approved starting structure
Templates reduce repeated setup for a signing process the firm uses regularly.
Template requests
Start repeatable signature workflows from approved document templates.
What it does
A practical part of the firm’s workflow.
Where signatures are enabled, template requests give repeatable signing work an approved starting point. A template can preserve document selection, recipient roles, field placement, and order while each new request remains reviewable before sending.
Reusable signer roles
Recipient positions and signing order can reflect the participants expected for that document set.
Reviewable request copy
The new request can be checked and adjusted without changing the approved source template.
How it works
What the team can expect.
Choose the template
Select the approved pattern that matches the document, matter, and intended signers.
Complete request details
Confirm the actual recipients, documents, prefilled values, required fields, and order.
Review and send
Preview the request and send only after an authorized user confirms it is appropriate.
Sending the same agreement again?
Start from an approved template and keep the repeatable parts repeatable.