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Creating and using templates in NitroSign Premium can significantly reduce preparation time by utilizing documents with pre-defined form fields, approvers, signing fields, and additional receivers. To create a template, go to the template portal on the top menu, name the template, and upload the files you want to use. For example, an HR manager can create a template for new onboarding employees by adding an employee handbook and travel and expense policy. Customize the package title, template name, document group or team, and manage the document in the template view. When adding form fields or signing fields, choose between adding form fields or signing fields.
