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Creating an e-signature template can speed up the sending process and reduce errors. Templates are useful for frequently sending the same documents or to the same group. To create a template, go to the templates page, click new, and create one with a unique name and description. Upload one or more documents, add recipient placeholders for varying recipients, and named roles for consistent recipients. Customize the email subject and messaging, save it in the template, and use merge fields for recipient information. This messaging will be used each time you send using the template.
