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Save a document as a template

There are two ways. While sending, tick Also save this contract as a reusable template in the review step. Or, after sending, open My Documents and choose Save as template on the document (or in its ⋮ menu).

Give the template a name you will recognize. The signers themselves are not saved, because you choose the real signers each time you send.

Tip: Templates are included in the Starter, Pro and Business plans.

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