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Templates

Status: Coming Soon

Templates will allow you to create reusable blueprints for frequently used envelopes.

Planned Features​

  • Create Template: defining a document with placeholder roles (e.g., "Landlord", "Tenant").
  • Use Template: creating an envelope from a template by mapping real people to Roles.
  • Manage Templates: List, update, and delete templates.

Check back soon for updates!