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Creating a docHub eSignature template can streamline the sending process and reduce errors. Templates are useful for frequently sending similar documents like non-disclosure agreements or loan documents. To create a template, go to the Templates page, click New, and then Create Template. Upload your document and add recipient roles like placeholders for client names or named roles for consistent recipients. Customize email subject and message, and save it in the template for future use. Optional merge fields can be used to personalize each document sent using the template.
