Send from a template

Send a Ready template to one or more real recipients.

Before you start

A template with the status Ready, and at least one document credit.

Open Templates and choose Use template on a Ready row.
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Template library with search, status filters, uploads, gallery and template row actions. Screenshots use a demonstration workspace.
- 1Upload supported PDF, image or Office documents.
- 2Filter templates by status.
- 3Use a Ready template to enter the real recipients.
For each signer role, enter the person’s name and choose Email link or In person, on your device. Email signing needs a valid email address.
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The send screen, with the recipient's name and email, how they sign, the language, the option to require an access code, the agreement name, message, expiry and reminders. Screenshots use a demonstration workspace.
- 1Enter the real recipient for this reusable signer role.
- 2Add a separate signing access code if needed.
- 3Review expiry and reminder settings before sending.
For copy roles, enter the people who should receive the completed copy. They do not fill fields.
Choose the language for each signer. Add an access code when appropriate and tell the recipient separately.
Complete any sender fields. Check the agreement name and message; suggested text changes with the recipient until you edit it yourself.
Choose the expiry and reminder schedule. Review the order summary and press Send agreement.

You should see

The agreement opens with recipient status and tracking controls. Invitations are sent to the email signers whose turn is active.

If it did not work

A sample-looking email address triggers a warning. Correct it, or acknowledge the warning and send again only if it is intended.

An owner can replenish documents under Documents and billing when your balance is empty.

If an invitation fails, the agreement can still exist. Use its delivery information and Remind now or Resend active invitation to retry.