REUSABLE PDF TEMPLATES

Keep approved PDF templates ready for the next client.

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.

Features

Keep standard documents organised and ready to use.

Keep reusable PDFs together

Store the standard PDF templates your team uses in one shared library.

Organise documents into folders

Group templates into a simple folder structure so the right document is easier to find.

Start a fresh E-Sign draft

Create a new E-Sign draft from a saved template without uploading the PDF again.

Keep the original unchanged

Each new draft starts from the saved PDF while the library copy remains unchanged.

Keep the library internal

Only your team can access the template library. Recipients see only the documents you send to them.

Keep document preparation consistent

Give your team one shared place to start from the same standard PDF.

How it works

From saved PDF to ready-to-send draft in three steps.

Add your PDFs

Upload the standard PDFs your team uses repeatedly.

Organise the library

Place templates into folders so your team can find the right document.

Start a new E-Sign draft

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

Build your reusable PDF library.

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