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Creating an e-signature template can make sending documents faster and reduce errors. Templates are useful for frequently sending the same documents or sending to the same group of people. To create a template, go to the templates page, click new, and create a template with a unique name and optional description. Upload one or more documents and add recipient placeholders for varying and constant recipients. Customize the email subject and messaging, and save it in the template for future use. Optional merge fields can personalize the document for each recipient.
