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Create a template

Templates as a feature is available to users on the Team and Enterprise plans.

You can create a template from scratch or from existing documents and contracts on DocuX, provided these conditions are met:

  • You have creator permissions — i.e. your role on DocuX is that of a Creator, eSigner, or Admin.
  • The document or eSign contract you want to templatize is owned by an internal user.

Create a Word template​

You can upload a document from your device or a cloud drive, clone a recent DocuX document, use an existing template, or start from scratch.

To create a Word template:

  • Navigate to the Templates dashboard by clicking on Templates in the main menu
  • In the Templates menu, click Create new
  • Click on Document

Upload​

  • Click on Upload
  • You can now upload a document from your device and use it as a template
  • To upload a file, drag and drop your file in the upload box Templates
  • You can also click on the box to open up your device’s file search.
  • Select the file you wish to upload
  • Once uploaded, the file will open up in the document editor.
note
  • Accepted file types: DOC / DOCX / TXT
  • Maximum size: 10MB

Import​

  • Click on Upload Templates
  • Click on the cloud drive you wish to import your document from Templates
  • Select the file you wish to import
  • Once imported, the file will open up in the document editor.
note
  • Accepted file types: DOC / DOCX / TXT
  • Maximum size: 10MB

Clone recent document​

  • Click on Clone recent document
  • You will see a list of documents you have created recently on DocuX. Templates
  • Click on the document you want to clone
  • Click on Start editing
  • A copy of the document will open up in the document editor

Use template​

  • You can use an existing template to create another.
  • Click on Use template Templates
  • Select from the templates listed
  • Click on Start editing. The file will open up in the document editor.

Start with blank document​

  • To create a template from scratch, click on Start with blank document Templates
  • A new, blank document will open up in the document editor
  • Make edits to the copy of the document. Add collaborators, release the document to them for edits, add and resolve comments, and more. Learn more about the document editor.
  • Once the copy, structure, and flow of the document is final, you can add attachments or create an approval workflow if needed. Learn how to add attachments to documents. Learn how to create approval workflows for documents.
  • Attachments and approval workflows become a part of the template and will be available whenever you use the template.
  • Once done, click on Finalize template at the bottom right corner of the document editor. Templates
  • Your Word document template is now active and ready to use. Learn more about using a template.
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You can create a template directly from an existing Word document. To do so:

  • Click on Documents in the main menu. This will open up the Documents dashboard which lists all your documents on DocuX.
  • Click on the icon alongside any document you want to templatize.
  • Click on Save as template

Templates

  • The document will open up in the document editor and can be templatized.

Create an eSign template​

You can upload or import a document to create an eSign template, select a recent document you created on DocuX, or use an existing template.

To create an eSign template:

  • Navigate to the Templates dashboard by clicking on Templates in the main menu
  • In the Templates menu, click Create new
  • Select eSign Templates

Upload​

  • Click on Upload Templates
  • You can now upload a document from your device and use it as an eSign template
  • To upload a file, drag and drop your file in the upload box
  • You can also click on the box to open up your device’s file search.
  • Select the file you wish to upload
  • Once uploaded, the file will open up in the eSign editor.
note
  • Accepted file types: PDF / DOC / DOCX / TXT
  • Maximum size: 10MB

Import​

  • Click on Upload Templates
  • Click on the cloud drive you wish to import your document from Templates
  • Select the file you wish to import
  • Once imported, the file will open up in the eSign editor.
note
  • Accepted file types: PDF / DOC / DOCX / TXT
  • Maximum size: 10MB

Select recent document​

  • Click on Select recent document

Templates

  • Select any of the recent documents listed
  • Click on Start eSign. The file will open up in the eSign editor.

Use template​

  • Click on Use template
  • Select from the templates listed

Templates

Templates

  • Your eSign document template is now active and ready to use.Learn more about using a template.
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You can create a template directly from an existing eSign document or envelope. To do so:

  • Click on eSign in the main menu. This will open up the eSign dashboard which lists all your eSign documents on DocuX.
  • Click on the icon alongside any eSign document or envelope you want to templatize.
  • Click on Save as template Templates
  • The document will now open up in the eSign editor and can be templatized.

Questions​

Are collaborators a part of the template?

Collaborators added to a template for edits will stay on the finalized version of the template. They will be notified if you reopen or void the template.

However, they are not templatized—which means, when you use the template to create a new Word or eSign document, collaborators from the finalized template will not be added to your new document.

Do added approvers and eSigners have access to the template?

Any added approval and eSign workflows are saved with your template. However, the added approvers and eSigners do not have access to the template.

They will get access to the Word or eSign document you create using the template once you Conclude or send that document for eSigning.

Who can see my finalized templates?

The document owner and any collaborators added to a template will be able to see the finalized template.

Can a finalized template be edited?

Yes, you can edit a finalized template. To do so, you will need to reopen it for edits. Learn more about reopening a template for edits.

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