Speed up processes with DocuX's end-to-end templates. Learn how to create, edit, use, and delete contract and document templates on DocuX.
📄️ Dashboard walkthrough
A walkthrough of the different elements on the Templates dashboard. See how Templates are sorted and stored.
📄️ Create a template
Step-by-step guides to help you create templates on DocuX. Start from an existing document or from scratch.
📄️ Add eSigners to templates
Learn how to add eSigners on your template. These will be stored with the template and will be available whenever the template is used.
📄️ Edit a template
Guide to help you edit draft and finalized templates on DocuX. Finalized templates need to be reopened before they can be edited.
📄️ Use a template
All the ways you can use a finalized template on DocuX to create Word and eSign documents in minutes.
📄️ Delete a template
Guides on deleting and restoring a deleted template. All deleted templates are stored for up to 30 days in Trash.
📄️ Actions on template
All the actions owners and collaborators can take on templates, who is notified when the action is taken, and what happens next
📄️ Search and filter templates
How to find the template you are looking for using the search and filter functionality in the header of your Workspace
📄️ Sort templates
How to order templates in one of five ways—by name, last edited, last activity, priority, and last usage