Store the PDFs your team uses repeatedly, organise them in folders and start a fresh E-Sign draft without uploading the same document again.
Use Document Library for engagement letters, authorities, agreements and other standard PDFs. Each new E-Sign draft starts from the saved template while the library copy remains unchanged.
Store the standard PDF templates your team uses in one shared library.
Group templates into a simple folder structure so the right document is easier to find.
Create a new E-Sign draft from a saved template without uploading the PDF again.
Each new draft starts from the saved PDF while the library copy remains unchanged.
Only your team can access the template library. Recipients see only the documents you send to them.
Give your team one shared place to start from the same standard PDF.
Upload the standard PDFs your team uses repeatedly.
Place templates into folders so your team can find the right document.
Choose a saved template when you need it. The library copy remains unchanged.
How Document Library is protected. Templates are encrypted in transit and at rest. Standard encryption supports the automated processing required to create new E-Sign drafts from saved PDFs. See the full security architecture →
Related workflows: E-Sign · Smart Forms · Pricing
Common use cases: Real estate · Mortgage & finance · Legal · Healthcare · Professional services
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