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Creating a docHub eSignature template can streamline the sending process and reduce errors when sending envelopes. Templates are useful for frequently sending the same types of documents, like non-disclosure agreements or loan documents. To create a template, go to the Templates page, click New, and select Create Template. Upload your documents, add recipient placeholders for variable names, and named roles for consistent recipients. Customize the email subject and messaging, and save it in the template to use each time you send. Optional merge fields can personalize the documents for each recipient.
