Templates are used to speed up repeated signature requests by saving a document with the form fields already added. If you have not created any templates yet, check out Create a Template for how to do so.

Templates are ideal for repetitive signature request workflows that involve standardized documents—like sales contracts, purchase orders, or employee time off requests. Choosing to create a template will save any form or eSignature fields applied to that document, enabling you send it out to a new contact for completion without spending time re-adding the fields.