If you send the same kind of document again and again, save your filled-in version once and only change what's different each time. Saving templates is part of the Personal and Business plans.
Save a template
- In Templates, open the template you use and fill in the blanks that stay the same, such as your business name and terms.
- Open Save as your own template below the form.
- Type a Template name, for example Standard client NDA.
- Select Save template.
Use it again
- Go to Templates. Your saved ones are listed first, under Your saved templates.
- Open it. Your details are already filled in: change what's different, then select Create document and open the editor.
Update or delete it
- To change it, open it, edit the details, then open Save as your own template and select Update template.
- To remove it, select Delete saved template in the same place.
Good to know
- A saved template starts from one of the templates in the library. A PDF you uploaded yourself can't be saved as a template.
- On the free plan, the save section shows Saving your own templates is part of the Personal plan. with a See plans link.