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If you frequently work with the same documents day in day out, it would be a good idea to create document templates. The Templates feature of KeepSolid Sign helps you to minimize the recurring moves of adding the same annotation boxes before sending the document to a new signer. Our step-by-step guide will walk you through the process of your templates creation. Let’s get started!

Create templates in the Windows version of KeepSolid Sign

A document template can be created in two ways. Check out both of them below.

Method 1: Create a template on the Documents tab

Step #1. First of all, create a document and add all the necessary annotations (text, dates, initials, signatures, or checkmarks).

Step #2. Once all the required annotations are in place, go to the Documents tab, right-click on the relevant document, and choose Save as Template in the menu.

KeepSolid Sign: Save document as template on Windows

Done! The relevant document template has appeared on the Templates tab. It is named the same as the document you’ve used for this template creation.

KeepSolid Sign: Document template added to the templates tab

Method 2: Create a document template on the Templates tab

Step #1. Go to the Templates tab and click Add template in the right bottom corner.

KeepSolid Sign: Add document template on Templates tab on Windows

Step #2. Choose the required document and click Apply.

Adding document to template in Windows version of KeepSolid Sign

That’s it! The template has been created and it is already viewable on the Templates tab.

Windows version of KeepSolid Sign: doc templates created

Use document templates

Before you can send a template document for signing to your colleagues, clients, or partners, it needs just a few finishing touches.

Step #1. Open the required template and click on the toolbar at the top of the app window.

Step #2. The template document will then be opened in editable mode and its copy added to the Documents tab.

KeepSolid Sign: edit template document and send it for signing on Windows

Edit the template by appointing necessary signers, adding extra annotations if required, and when finished, send it for signing!