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Catalin Pit
2024-09-05 16:24:40 +03:00
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16
apps/documentation/pages/users/templates.mdx
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@ -10,15 +10,15 @@ Documenso allows you to create templates, which are reusable documents. Template
To create a new template, navigate to the ["Templates" page](https://app.documenso.com/templates) and click on the "New Template" button.
![Documenso template page](/templates/documenso-template-page.webp)
![Documenso template page](public/templates/documenso-template-page.webp)
Clicking on the "New Template" button opens a new modal to upload the document you want to use as a template. Select the document and wait for Documenso to upload it to your account.
![Upload a new template document in the Documenso dashboard](/templates/documenso-template-page-upload-document.webp)
![Upload a new template document in the Documenso dashboard](public/templates/documenso-template-page-upload-document.webp)
Once the upload is complete, Documenso opens the template configuration page.
![A successfuly uploaded document in the Documenso dashboard](/templates/documenso-template-page-uploaded-document.webp)
![A successfuly uploaded document in the Documenso dashboard](public/templates/documenso-template-page-uploaded-document.webp)
You can then configure the template by adding recipients, fields, and other options.
@ -28,7 +28,7 @@ When you send a document for signing, Documenso emails the recipients with a lin
Documenso uses a generic subject and message but also allows you to customize them for each document and template.
![Configuring the email options for the Documenso template](/templates/documenso-template-page-uploaded-document-email-options.webp)
![Configuring the email options for the Documenso template](public/templates/documenso-template-page-uploaded-document-email-options.webp)
To configure the email options, click the "Email Options" tab and fill in the subject and message fields. Every time you use this template for signing, Documenso will use the custom subject and message you provided. They can also be overridden before sending the document.
@ -36,7 +36,7 @@ To configure the email options, click the "Email Options" tab and fill in the su
The template also has advanced options that you can configure. These options include settings such as the external ID, date format, time zone and the redirect URL.
![Configuring the advanced options for the Documenso template](/templates/documenso-template-page-uploaded-document-advanced-options.webp)
![Configuring the advanced options for the Documenso template](public/templates/documenso-template-page-uploaded-document-advanced-options.webp)
The external ID allows you to set a custom ID for the document that can be used to identify the document in your external system(s).
@ -50,7 +50,7 @@ You can add placeholders for the template recipients. Placeholders specify where
You can also add recipients directly to the template. Recipients are the people who will receive the document for signing.
![Adding placeholder recipients for the Documenso template](/templates/documenso-template-recipients.webp)
![Adding placeholder recipients for the Documenso template](public/templates/documenso-template-recipients.webp)
If you add placeholders to the template, you must replace them with actual recipients when creating a document from it. See the modal from the ["Use a Template"](#use-a-template) section.
@ -70,7 +70,7 @@ Documenso provides the following field types:
- **Checkbox** - Collects multiple choices from the signer
- **Dropdown/Select** - Collects a single choice from a list of choices
![Adding fields for the Documenso template](/templates/documenso-template-page-fields.webp)
![Adding fields for the Documenso template](public/templates/documenso-template-page-fields.webp)
After adding the fields, press the "Save Template" button to save the template.
@ -85,7 +85,7 @@ Click on the "Use Template" button to create a new document from the template. B
After filling in the recipients, click the "Create Document" button to create the document in your account.
![Use an available Documenso template](/templates/documenso-use-template.webp)
![Use an available Documenso template](public/templates/documenso-use-template.webp)
You can also send the document straight to the recipients for signing by checking the "Send document" checkbox.