What does Create Reusable Template do?
A Reusable Template is a document plus an overlay that you create once, then send repeatedly in the future. When you create a Reusable Template, you first upload a document or choose a Google Doc to use as the underlying file. Second, you specify roles for the document. Because you are creating a Template, not sending a document, you are identifying generic roles for which you will be prompted to enter a name and email address when you actually send the Template for signature. For example, if you are creating a Reusable Template for a Credit Application, the roles might be Applicant (signer), Credit Manager (signer), and Accounting Manager (cc). Third, you enter a subject and message that will appear as a default each time you send the Template. For most Reusable Templates, you’ll enable the “Signature Locations & Form Fields on Document” advanced option. Then you’ll place text boxes, signature boxes, and other form elements on the Template Overlay. For each element, you’ll specify whi
