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Create a Template

Templates are a great way to save and send documents in repeated signature requests through Nitro Cloud.

How to create a template

1. Initiate a Signature Request workflow
2. Prepare the document as specified in steps 1 - 5 in the Prepare and Send Signature section
3. When you get to the Review screen, check the box labeled Save as Template before sending the document for signature

4. You'll be notified and your new saved template will be available for future use in My Templates