Turn a PDF into a reusable template
Save an unsigned PDF as a template, then reuse it for every new agreement.
In AIMERICA Sign, open Templates. Type a title, choose an unsigned PDF and press Save template; then open the template to place its boxes and write its email. Use starts a new agreement from it.
In this video
Step by step
- 1
Templates save time on the contracts you send again and again. Open Templates.
- 2
A template is an unsigned PDF you reuse. You place its boxes and write its email once.
- 3
Give the new template a title.
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Then choose the PDF on your computer, and press Save template. Here we stop before saving.
- 5
Each template shows its pages, and whether it has its own message. Use starts an agreement from it.
- 6
No PDF yet? Draft with AI writes a first draft for you.
No PDF yet? Draft with AI, at the top of Templates, writes a first draft for you.
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