Create your own template
Write the text, choose the fields and who signs, and save.
Start
In Library › Templates, tap Create (+), or clone a built-in or custom template.
The editor
- Template: name, category (used for the icon and grouping in the template picker), and document language.
- Document: opens the document text editor.
- Template fields: add fields from your library or create new ones. Drag a field to reorder it; drop it next to another to put two side by side in the form.
- Participant forms: add up to 6 roles, each Required or Optional. See Participant forms.
- Design: layout and branding. See Layout and branding.
Preview shows the template as a document with blank lines for values and empty signature lines, including unsaved changes. Tap Save to keep changes; closing with unsaved changes asks first.
Languages
A custom template has one document language. For another language, clone it and rewrite the text.
Deleting
Deleting a template keeps every agreement created from it unchanged. Its participant forms and fields stay in your library. Hold a row in the Templates list for Create agreement, Preview, and Delete.