Overview
Library templates allow users to create reusable, interactive documents. These documents can be as simple as one signature field (like a non-disclosure agreement) or highly complex forms (like tax/onboarding documents).
Anywhere you use the same file to define an agreement, you can create a template that speeds delivery of the document to the signer, ensures consistency in the final signed contract, and passively ensures your team is always using the current document version.
Templates can be defined in two ways: Form Field Layers and Documents.
- Form Field Layers are just the fields applied to the uploaded file. Ideal for companies that dynamically build contracts with custom content but in a standardized format. Just upload the file, and apply the field layer to place all fields in a few clicks.
- Documents include the base file in addition to the fields. Boilerplate documents that don't have dynamic content work best here, like tax forms, applications, and non-disclosure agreements.
