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Creating an e-signature template can save time, reduce errors, and streamline the sending process. 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 to the template, add recipient placeholders for variable and consistent recipients, customize the email subject and messaging, and save the template. Optional merge fields can personalize the message with recipient's name or email address.
