Create Templates of Your Documents with Signature Requests
How to create templates with airSlate SignNow
If you often collect signatures for similar documents, you don’t have to re-upload them to airSlate SignNow over and over. Instead, make a template and create a fresh document copy each time you need something signed.
Get started with the click of a button
Upload a document to your airSlate SignNow account by clicking Upload Document.
Prepare your master document
Open the uploaded document in the editor by double-clicking on it. Add signature fields by selecting Signature Field from the toolbar on the left and then clicking on any spot on the document. You can also add other types of fillable fields the same way.
When you’ve finished editing, click Save and Close.
Create a template with the click of a button
Click Make Template next to the document you have just edited.
Enter the template’s name and click Create Template.
Your document is now saved to the Templates folder. You can access it anytime to create a copy of the document, send it for signing, or generate a shareable signing link. Look for more options in the menu on the right, which appears once you click on a template.
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The easiest way to use the create templates of your documents feature in airSlate SignNow
airSlate SignNow provides you with an eSignature solution that replaces any extra document management software. Process your documents and templates within one web-based service.
Work on contracts and agreements, individually or with your team members, make use of the create templates of your documents tool in clicks, and share PDFs online to collect information and eSignatures. Turn drafts into reusable templates to speed up your workflow.
How to utilize the create templates of your documents tool
- Add PDFs from your device to your airSlate SignNow account.
- Select two or more records to group them by clicking Create Group.
- A new folder is automatically created and will appear in the Documents Group section; from there you can send the whole package of files in one click.
- To share the group with your colleagues, create a new team in the My Team section, and invite your crewmembers.
- Move files to the team folder so your partners can see and work on these forms.
- Each document can be converted to a reusable template. To do so, click More > Make Template next to the record..
- Or, share the PDFs via the signing link and let your partners fill them out.
- Collect and store them easily.
Take advantage of airSlate SignNow features such as create templates of your documents to simplify teamwork, collaborate on contracts and drafts, and level up productivity. Experience the eSignature solution that thousands of SMBs and SMEs use to work on agreements.
How it works
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FAQs templates documents
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How do I send documents for signing?
Upload a document to airSlate SignNow and open it in the editor. Select Signature Field in the left-hand sidebar and click anywhere on the document to place a signature field. Then, click Invite to Sign in the top right corner of the screen, enter the recipient’s email address, and hit Send Invite. -
How do I create a copy of a document from a template?
Go to the Templates folder and click on the template you want to use. In the toolbar that appears on the right, select Create Copy. Then, enter a name for the document copy in a new dialog box and confirm your action. A new copy will appear in the Documents folder. -
How do I share templates with my team?
Shared templates can be accessed by any member of your team in airSlate SignNow. Go to the Templates folder, click the More button next to the template you want to share, and then select Move from the dropdown. In the new dialog box, select your team folder and click the Move button. -
What is a document group template?
Document groups are packages of documents sent to one or more users for signing. Creating a document group allows you to collect eSignatures faster without having to send each document separately. With airSlate SignNow, you can create templates of these types of document packages and send them for signing anytime you need. -
How do I create a document group template?
Go to the Document Group Templates folder and click the Create Group Template button toward the top right corner of the screen. Add multiple documents to a package, enter the group template name, and distribute signer roles by dragging signers from the column on the left to the signing step area on the right. When finished, click Review and Create. -
How do I create a shared folder?
Documents stored in shared folders can be accessed by any member of your team in airSlate SignNow. Select Teams toward the bottom of the left-hand sidebar of the airSlate SignNow web app. If you don’t have any teams yet, click Create New Team. Enter a team name and add the email addresses of your team members. Then, click Add Team. Once your team is created, click Enable Shared Documents Folder and confirm your action. -
What is a signing link?
With airSlate SignNow, you can create a signing link for any document or template. It is a short link that can be shared with anyone whose signature you require. By following the link, each user receives their own copy of a document that can be eSigned. Completed documents automatically appear in your Documents folder. -
How do I create a signing link?
Select any document or template uploaded to your airSlate SignNow account and click Create Signing Link in the menu on the right. A signing link will appear in a new dialog box. Copy it and share it with as many signers as you need.
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