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Create a PDF template

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.

  1. Go to Templates > Template library.
  2. Select the Embed PDF template > Confirm.

  1. Upload a PDF.
  2. Choose the appropriate settings, such as language, delivery method, signing method, etc.
  3. Name the template  > Save template changes.

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

  1. Click on +New document > Select a template you wish to use.
  2. Make the changes you need > Add participants to the document > Send.

Send a PDF using create blank

  1. Click on +New document > Create blank.
  2. Upload a PDF.
  3. Add participants to the document > Send.

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