mirror of
https://github.com/documenso/documenso.git
synced 2026-07-15 07:17:09 +10:00
Lucas Smith
148 lines
5.0 KiB
Plaintext
148 lines
5.0 KiB
Plaintext
---
|
|
title: Use Templates
|
|
description: Create documents from your templates by filling in recipient details and optionally sending immediately.
|
|
---
|
|
|
|
import { Callout } from 'fumadocs-ui/components/callout';
|
|
import { Step, Steps } from 'fumadocs-ui/components/steps';
|
|
import { Tab, Tabs } from 'fumadocs-ui/components/tabs';
|
|
|
|
## Create a Document from a Template
|
|
|
|
{/* prettier-ignore */}
|
|
<Steps>
|
|
<Step>
|
|
### Open the template
|
|
|
|
Navigate to **Templates** in the sidebar and find the template you want to use. Click on the template to open its detail page, or click the three-dot menu and select **Use Template**.
|
|
|
|
|
|
|
|
</Step>
|
|
|
|
<Step>
|
|
### Click use template
|
|
|
|
From the template detail page, click the **Use Template** button. A dialog opens where you configure the document.
|
|
|
|
|
|
|
|
</Step>
|
|
|
|
<Step>
|
|
### Fill in recipient details
|
|
|
|
For each recipient defined in the template, enter their:
|
|
|
|
- **Email** (required): The recipient's email address
|
|
- **Name** (optional): The recipient's display name
|
|
|
|
If the template has pre-filled recipient information, those fields appear with the existing values. You can modify them or leave them as-is.
|
|
|
|
</Step>
|
|
|
|
<Step>
|
|
### Choose how to create the document
|
|
|
|
<Tabs items={['Create as draft', 'Create and send']}>
|
|
<Tab value="Create as draft">
|
|
|
|
Creates the document without sending. You can review and edit it before sending. Leave the **Send document** checkbox unchecked.
|
|
|
|
</Tab>
|
|
<Tab value="Create and send">
|
|
|
|
Creates the document and immediately sends it to recipients. Check the **Send document** checkbox to send immediately.
|
|
|
|
</Tab>
|
|
</Tabs>
|
|
|
|
</Step>
|
|
|
|
<Step>
|
|
### New document
|
|
|
|
Click **Create as draft** or **Create and send** depending on what you want to do. You are then redirected to the new document.
|
|
|
|
</Step>
|
|
</Steps>
|
|
|
|
## Upload a Custom Document
|
|
|
|
You can replace the template's PDF with a different document when creating from a template. This keeps all the field positions and recipient settings but uses your uploaded file.
|
|
|
|
{/* prettier-ignore */}
|
|
<Steps>
|
|
<Step>
|
|
In the Use Template dialog, check **Upload custom document**.
|
|
</Step>
|
|
<Step>
|
|
Click **Upload** next to each document you want to replace and select a PDF from your computer.
|
|
</Step>
|
|
<Step>
|
|
Complete the rest of the form and create the document.
|
|
</Step>
|
|
</Steps>
|
|
|
|
<Callout type="info">
|
|
The uploaded document must be a PDF. Field positions are preserved from the template, so the new
|
|
document should have a similar layout.
|
|
</Callout>
|
|
|
|
## Sequential Signing
|
|
|
|
If the template uses sequential signing, recipients receive the document in order. The signing order displays next to each recipient in the dialog and cannot be changed when using the template.
|
|
|
|
To modify the signing order, edit the template itself before creating documents from it.
|
|
|
|
## Distribution Methods
|
|
|
|
How recipients receive the document depends on the template's distribution method:
|
|
|
|
| Distribution method | What happens |
|
|
| ------------------- | ----------------------------------------------------------- |
|
|
| **Email** | Recipients receive an email with a link to sign |
|
|
| **None** | No emails sent. You receive signing links to share manually |
|
|
|
|
When using a template with no email distribution and selecting **Create as pending**, you're redirected to the document page where signing links are displayed for you to copy and share.
|
|
|
|
## Template vs Document Differences
|
|
|
|
When you create a document from a template, the document becomes independent. Changes you make to the document don't affect the template, and changes to the template don't affect existing documents.
|
|
|
|
| What you can change | Template | Document created from template |
|
|
| ------------------- | -------- | -------------------------------- |
|
|
| Recipients | Yes | Yes (before sending) |
|
|
| Fields | Yes | Yes (before sending) |
|
|
| PDF content | Yes | Only at creation (custom upload) |
|
|
| Settings | Yes | Yes (before sending) |
|
|
|
|
Documents created from a template are tracked on the template's detail page under **Documents created from template**.
|
|
|
|
## Bulk Send
|
|
|
|
To create multiple documents from one template with different recipients, use bulk send:
|
|
|
|
{/* prettier-ignore */}
|
|
<Steps>
|
|
<Step>
|
|
Go to the template detail page or templates list.
|
|
</Step>
|
|
<Step>
|
|
Click the three-dot menu and select **Bulk send**.
|
|
</Step>
|
|
<Step>
|
|
Upload a CSV file with recipient information. Each row creates a separate document.
|
|
</Step>
|
|
</Steps>
|
|
|
|
This is useful for sending the same document to many people, such as offer letters or agreements.
|
|
|
|
---
|
|
|
|
## See Also
|
|
|
|
- [Create a Template](/docs/users/templates/create) - Build reusable templates from your documents
|
|
- [Direct Links](/docs/users/documents/direct-links) - Let recipients sign without knowing their email upfront
|
|
- [Send Documents](/docs/users/documents/send) - Sending options and email customization
|