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Creating a docHub eSignature template can streamline and error-proof the process of sending out envelopes. Templates are especially useful for sending the same or similar documents regularly, such as non-disclosure agreements or loan documents. To create a template, go to the Templates page, click New, and then Create Template. Upload your documents, add recipient roles (placeholders or named roles), customize email subject and messaging, and save. Merge fields can be used to add recipient names or other dynamic information to the template.