How do I save a document as a template and send it again?

Place your boxes in the field editor, then press Save as Template under "Reuse this layout". It goes into your Templates tab. Next time, press Send with this template, pick your client and send. The PDF and your boxes are already in, so you do not upload the document or place the boxes again.

Steps

  1. Upload your PDF and place the boxes where your client signs, in the field editor.
  2. In the panel on the right headed "Reuse this layout", press Save as Template. The panel then says it is saved and available in the Templates tab.
  3. Saving does not send the document. Press Send Link if you also want to send this one as usual.
  4. For your next client, open the Templates tab and find the card for your document.
  5. Press Send with this template. The send box opens on the first step with a green Template ready card, which shows that no upload is needed.
  6. Press Continue →.
  7. On the Signer details step, start typing your client's first name. Your saved contacts come up. Tap one to fill in their first name, last name and email address.
  8. Press Continue →. On the Options step, check the Review box and press "Send document ✓".
  9. The field editor opens with your boxes already in place. Press Send Link →.
  10. The "Invite Sent!" screen appears. If you chose email, your client gets the link by email and signs on their phone.

Good to know

  • The Save as Template button only shows once you have placed at least one box.
  • A template keeps the PDF and the boxes exactly where you placed them, and takes the document's name.
  • Contacts are saved when you send to someone with an email address and "Save as contact for next time" is switched on, which it is by default. You can also add a contact by hand with Add contact on the Contacts tab.
  • You can rename or delete a template from its card.
  • Your saved signers are under Contacts.

Questions and answers

Do I have to upload the PDF again for the next client?

No. When you pick a template the PDF is already in, and the send box shows a Template ready card.

Does Save as Template send the document?

No. Saving only puts the template in your Templates tab. You send with Send Link, as usual.

Will my boxes be in the same place every time?

Yes. The template keeps the boxes where you placed them, and the field editor opens with them already in place when you send from it.

Where do my saved clients come from?

SignZA saves a contact when you send to someone with an email address and the "Save as contact for next time" switch is on. You can also add one yourself on the Contacts tab with Add contact.

Can I change a template's name or remove it?

Yes. Each template card has a rename button and a delete button.

Next video

Next in the seriesWhere can I get a free contract template and have it signed?

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