How to Create Document Templates
Create templates for frequent use in CocoSign to enhance your productivity with the guide of creating document templates
Use templates you created by adding the recipients and providing an order of the signing process. Send documents on the go to one or more recipients and choose whether they need to sign or just get a copy with your CocoSign.
Accomplish different predefined actions on a selected template you created using the CocoSign website. Users can perform their preferred actions on each template such as editing, creating a copy, renaming, downloading, signing in person, or deleting it.