Create a PDF template
If you have a PDF document that needs no editing once sent, you can add it to as a template! Follow the steps below to create a PDF template and learn how to send a document using the template.
- Go to Templates > Template library.
- Select the Embed PDF template > Confirm.
Upload PDF & template settings
- Upload a PDF.
- Choose the appropriate settings, such as language, delivery method, signing method, etc.
- Name the template > Save template changes and publish template.
Now you're ready for creating documents based on this template!
Send a PDF document
When you're done creating a PDF template, you can use it to create and send PDF documents.
Send a PDF using a template
Click on +New document > Select a template you wish to use.
Make the changes you need > Add participants to the document > Send.
Send a PDF using create blank
- Click on +New document > Create blank.
- Upload a PDF.
- Add participants to the document > Send.
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