Templates, Recipients & Workflow Automation

Reusing templates

Any document can be converted to a template from the three-dot menu (Convert to Template). Templates let you reuse standard agreements — such as a class waiver or corporate training contract — without rebuilding them each time. Editing a template does not change documents already sent; changes apply only to future documents created from that template.

Multiple recipients and signing order

You can add several recipients to one document and choose whether they sign at the same time (simultaneous) or in a set order (sequential). Each recipient is assigned their own fields. If only some signers complete their fields, the document stays in Waiting for others until everyone required has signed; you can resend a reminder from the dashboard.

Automating documents with Workflows

Documents & Contracts integrates with Workflows so deals keep moving without manual follow-up:

• Trigger actions when a document is created, sent, viewed, or signed.
• Automatically send a specific template as part of a workflow.
• Filter workflow triggers by both Document Status and Template Name — for example, send a reminder only when a specific "Service Agreement" template stays unsigned for more than three days.

Expiry dates

Add an expiry date from the document action menu. Once the date passes, the document automatically moves to Expired and can no longer be signed — useful for time-limited offers or proposals.