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Creating an e-signature template can speed up the sending process and reduce the risk of errors. Templates are useful for frequently sent documents, like non-disclosure agreements. To create a template, go to the templates page, click new, and create a unique name and optional description. Upload documents and add recipient placeholders. Customize the email subject and messaging, save it in the template, and use optional merge fields for recipient information. This messaging will be used every time you send using the template.
