How do I create a document from a saved template?

Use a saved template to create a document with recipients assigned to its roles. Review the resulting document before sending.

Steps#

1. Open Templates and select Use beside the template.
2. Enter the Document title; add an email subject and message if needed.
3. Enter each role’s recipient name and email address.
4. Check the preview and role assignments.
5. Select Create document, then review the resulting draft and its fields before sending.

Screenshots#