When you have created a template, it will be added to your Template's list. From there you will be able to send a template any time you want.
You will have two options to send a document with a template from the dashboard:
- 1. Click on Send Document (the green icon on the upper center side of the screen) and choose the option “From your templates”.
- 2. Go to the Templates section and click the button “Send” for the appropriate template.
2. Put the email addresses of the signers, and choose other details if you need other authentication steps (photo, SMS, …). Don't forget to write your text.
You can also choose signature reminders and expiration dates for this document in particular.
If you prefer to use your email to send documents to sign, you can also send templates from your email account.
Read the article Send a document template from your email inbox for the instructions on how to do so .