DOCUMENT TEMPLATES

Reusable document templates

Prepare a document once - place fields, add role placeholders, set the subject and message. Then reuse it for every send, share it with your team, or publish a public signing link.

Mutual NDA
Template · 2 roles
Reusable
Role placeholders
1
Add a person
Client
2
Add a person
Manager
Fields pre-placedUse template
Compliant & secure by designESIGNUETAeIDASHIPAA-eligible BAAGDPR DPAAES-256 · TLS 1.2+

Reusable templates

Prepare once, reuse for every send - fields stay in place.

Role placeholders

Send to a role like Client or Manager, fill in people later.

Public share links

Publish a template at its own URL - signers self-serve.

Shared with your team

Templates live with the workspace, not one person.

CREATE

Create reusable templates

Name a template, add role placeholders, and upload the document. Place fields and set a default subject, message, expiry, and signing order - every future send pre-fills the same setup.

  • Reusable templates - Prepare a document once and reuse it for every send
  • Role placeholders - Fields belong to a role like Client or Manager, not a person
  • Default subject & message - Set the email subject and a note once; every send pre-fills
  • Saved defaults - Bake in signing order, expiry, and reminders
app.documentesign.com/templates/new
New template
Name
e.g. Mutual NDA
Roles· placeholders, not people
Add role
Document
Drop a file or pick from cloud
CancelCreate & open editor
REUSE

Reuse & duplicate

Pick a template, fill each role with a real person, and send - the fields are already where they belong. Duplicate a template any time to branch a variant.

  • Use a template - Fill roles with real recipients and send in seconds
  • Bulk send from a template - Send to hundreds at once from a CSV - each row its own envelope
  • Pre-placed fields - Field positions are locked in - no re-placing each time
  • Duplicate - Branch a copy for a region, language, or signer-count variant
app.documentesign.com/templates
Templates2 templates
Mutual NDA
2 roles · 3 fields
Use template
Offer letter
2 roles · 3 fields
Use template
SHARE LINKS

Public share links

Publish a template at its own link and let people sign on their own time. Drop it in your site, email signature, or a chat - each visitor gets their own envelope.

  • Public share links - Each template gets its own self-serve URL
  • No account needed - Signers fill their details and sign in the browser
  • One link, many envelopes - Every submission becomes its own tracked document
app.documentesign.com/templates/mutual-nda
Mutual NDA
Public share link
Anyone with the link can self-serve into this template
documentesign.com/start/mutual-nda Copy
What a signer sees
NDA
Mutual NDA
Fill your details and sign - no account needed
Start
TEAM

Shared team templates

Templates live with the workspace, not one person. New teammates inherit the full library on day one - no "can you send me the master?" thread.

  • Shared team templates - The whole workspace works from the same library
  • Day-one onboarding - New teammates inherit every template immediately
  • Scoped access - Keep a template private, share with a team, or the whole org
app.documentesign.com/templates
Team templatesshared
Shared with the whole workspace
duplicate
Mutual NDA
2 roles · 3 fields
Offer letter
2 roles · 3 fields
New teammate inherits all 2 templates on day one
THE WHOLE TOOLKIT

All the signing tools you need, in one place.

Document eSign gives you the complete toolkit to prepare, send, sign, manage, and audit documents with confidence.

22+ tools

Core signing

Route, send, and sign - sequential or parallel, with the controls demanding workflows need.

Sequential & parallel routingApprovers, viewers & CCAutomatic remindersScheduled sendIn-person signing (tablet)Redirect on completionCustom disclaimer noticeDocument expiry
3+ tools

Fields & forms

Capture far more than a signature, with validation enforced before a document can complete.

Standard field libraryCustom fields (conditional, validation)Signer attachmentsDraw / type / upload signatures
4+ tools

Templating & bulk send

Prepare a document once, reuse it forever, and send to hundreds from a single CSV.

Unlimited templatesShared team templatesPublic template share linksBulk send (CSV)
15+ tools

Security & audit

Identity controls at the bar your IT team sets, plus a tamper-evident record on every document.

Workspace 2FA enforcementIP restrictionsSSO + SCIMMultiple workspacesDocument sending policiesCertificate of completionSHA-256 + PAdES-B sealAppend-only audit trailAutomatic document deletionESIGN · UETA · eIDAS
6+ tools

Branding

Your logo, colour, sending domain, and signing page - your brand from first email to final seal.

Custom branding (logo + color)Custom email sending domainEmail template customizationBYO signing domain
6+ tools

Integrations & AI

Connect the storage and tools you already run on, plus practical, privacy-respecting AI.

Drive · Dropbox · OneDriveAutomatic cloud backupSlack notificationsAI assist
AUDIT-GRADE BY DEFAULT

Every document, verifiable and built to last.

A SHA-256 hash, an embedded PAdES-B signature, and a complete audit trail on every signed envelope - the proof your legal and IT teams need to say yes.

Start free, no card
Tamper-evident seal
PAdES-B signature, verifiable in any PDF reader.
Complete audit trail
IP, device, geolocation, and auth method on every event.
See how the audit trail works
FAQ

Common questions.

What is a document template?

A template is a document you prepare once - fields placed, roles defined, subject and message set - and reuse for every future send. You skip the setup each time and send in seconds.

How do role placeholders work?

Instead of a specific person, fields belong to a role like "Client" or "Manager". When you send, you fill each role with a real recipient and the fields are already in the right place.

Can I reuse the subject, message, and fields?

Yes. A template saves the field layout, default email subject and message, signing order, expiry, and reminders. Every send from it pre-fills the same setup.

Can I share templates with my team?

Yes. Templates live with the workspace, so your team works from the same library and new teammates inherit it on day one. You can keep a template private, share it with a team, or the whole organization.

What are public template links?

You can publish a template at its own link. Anyone with the link self-serves into it, fills their details, and signs in the browser - no account needed. Each visitor gets their own tracked envelope.

Can I duplicate a template?

Yes. Duplicate any template to branch a variant - for a different region, language, or signer count - without rebuilding it from scratch.

Can I edit a template after creating it?

Yes. Open a template to update its document, fields, roles, or defaults at any time. Documents you have already sent are unaffected.

Do signers need an account to use a public link?

No. Signers open the link, fill their details, and sign in the browser - no signup or app required.

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