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danc59234354
Participant
Jan 21, 2016 5:31 AM UTC
Answered

Save and Send Documents to multiple parties?

When I create a document and customize the fields with conditions, how do I save it (with the custom fields) so that I can later send it again to other recipients without having to re-create the custom fields again and start from scratch?

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AadeshSingh
AadeshSinghCorrect answer
Participating Frequently
Jan 21, 2016 10:06 AM UTC

Hi danc59234354,

Yes, you can save the document as a template Create a library template | eSign services so that it can be reused.

Regards,
Aadesh

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1 reply

AadeshSingh
AadeshSinghCorrect answer
Participating Frequently
Jan 21, 2016 10:06 AM UTC

Hi danc59234354,

Yes, you can save the document as a template Create a library template | eSign services so that it can be reused.

Regards,
Aadesh

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