Build once, send forever.

A template stores a document, recipient roles, and field placements once — then spinning up a new envelope is a matter of typing two names and an email.

What this guide will cover

• Define recipient roles (e.g. Buyer, Listing Agent) instead of fixed addresses
• Drop fields onto the document and tag them per role
• Use Form mode to collect data from external respondents
• Conditional logic & branching available on the Pro plan

We are still polishing the long-form version of this guide. In the meantime, the points above cover the essentials — and our team is happy to walk you through any of them live.