mirror of
https://github.com/documenso/documenso.git
synced 2025-11-15 01:01:49 +10:00
62 lines
2.4 KiB
Plaintext
62 lines
2.4 KiB
Plaintext
import { Callout, Steps } from 'nextra/components';
|
|
|
|
# Document Templates
|
|
|
|
Documenso allows you to create templates, which are reusable documents. Templates are helpful if you often send the same type of document, such as contracts, agreements, or invoices, as they help you save time.
|
|
|
|
<Steps>
|
|
|
|
### Create New Template
|
|
|
|
To create a new template, navigate to the "Templates" page and click on the "Upload Template" button.
|
|
|
|
|
|
|
|
You can select multiple files at once to upload into the template. Once the upload is complete you will be redirected to the editor.
|
|
|
|
|
|
|
|
See the [documents](/users/documents/sending-documents) page for more information on how to use the editor.
|
|
|
|
You can then configure the template by adding recipients, fields, and other options.
|
|
|
|
### Add Placeholders or Recipients
|
|
|
|
When adding recipients, you can use dummy recipients which can be replaced with actual recipients when you use a template, which we will explain in the next section.
|
|
|
|
For example, the following has two recipients:
|
|
|
|
- placeholder@documenso.com
|
|
- me@documenso.com
|
|
|
|
|
|
|
|
You can then place fields for each recipient.
|
|
|
|
<Callout type="info">
|
|
Learn more about the available field types and how to use them on the [Fields
|
|
page](/users/documents/fields).
|
|
</Callout>
|
|
|
|
### Use a Template
|
|
|
|
Once you're ready to use the template, you can click the "Use Template" button in the top right corner.
|
|
|
|
Here you can choose to use the template as is, or you can replace the emails or names with different recipients as you require.
|
|
|
|
You can now decide whether to create the document as a draft, or immediately send it to the recipients for signing.
|
|
|
|
|
|
|
|
You can also send the document straight to the recipients for signing by checking the "Send document" checkbox.
|
|
|
|
### (Optional) Create A Direct Signing Link
|
|
|
|
A direct signing link allows you to create a shareable link for document signing, where recipients can fill in their information and sign the document.
|
|
|
|
<Callout type="info">
|
|
Check out the [Direct Signing Links](/users/direct-links) section for more information.
|
|
</Callout>
|
|
|
|
</Steps>
|