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Creating an e-signature template can streamline the sending process and reduce errors. Templates are useful for frequently sending the same or similar documents, such as non-disclosure agreements or loan documents. To create a template, go to the templates page, click new, and create a template with a unique name and optional description. Upload documents and add recipient placeholders for varying and consistent recipients. Customize email subject and messaging, and save the template for future use. Optional merge fields can be used to personalize the message.
