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templates are a great way to streamline your workflows when you find yourself sending the same documents for Signature over and over again to create a template from the home page select create a template and the lower right hand corner now upload the document or documents you would like to create a template out of you can upload directly from your computer use a cloud storage option such as Dropbox or a simple drag and drop once youve uploaded your documents select next now you want to add in who in theory is going to be signing these documents since you dont want to add in someones specific information at this point so for the social media policy Im going to have a company representative and an internal representative youll have the same options that you do when creating a one-off request so being able to request attachments as well as set signer order setting sign or order will just simply determine who will sign first second third and so on if you do not enable setting the sig