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 self-service signature form link (Pro and Ultimate) - You create a public intake 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 pages, landing pages, or letting clients request their own documents. This is not the same as placing fillable fields on the PDF - see Self-service signature forms.

3. Bulk send from a template (Pro and Ultimate) - You assign fixed signers once, import or select up to 100 variable recipients, and send one envelope per row in a single batch. See Bulk Send from a Template.

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

Bulk Send from a Template Send the same template to up to 100 recipients with fixed signers and CSV import

Self-service signature forms Share a public link so others can request a signature automatically

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 self-service signature forms from the sidebar.

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