Overview

Templates let you save a document once with fixed recipients and signature fields, then send it many times without re-uploading or re-placing fields.

Why use templates

• Reuse the same document - e.g. NDA, contract, or consent form - for multiple signers
• Keep recipient roles and fields consistent - e.g. “Customer” and “Witness” with the same fields every time
• Save time - no need to upload, add recipients, or place fields again for each send

Two ways to send from a template

1. Create a signature request yourself - You open the template, choose or enter the recipients (contacts, team members, or manual email/name), then create and send the envelope. You stay in control of who receives each request.

2. Share a template form link - You create a “form” linked to the template and share one link. When someone opens the link, they fill in email, first name, and last name for each recipient and submit. Subnoto creates the envelope from the template and sends it automatically (you appear as the sender). Useful for intake forms, landing pages, or letting clients request their own documents.

Creating and Editing Templates Upload a document, add recipients, and place signature fields

Sending from a Template Create a signature request and choose recipients yourself

Template Forms Create and share a form link so others can submit and receive a signature request

What Form Recipients See What happens when someone uses your form link

Where to find templates

• Templates list - In the app, go to Templates to see all your templates, grouped by workspace. From there you can edit a template, create a signature request from it, or create a form (when the template has at least one recipient).
• Template edit - Open a template to change the document, recipients, or fields, and to create or manage template forms from the sidebar.

Ready to create your first template? Start with Creating and Editing Templates.