Once you've created a standard Template in Xodo Sign, you can reuse it to send documents to different signers anytime. Each use creates a separate document with its own signing process.
How to use a template
- Go to Templates in the left navigation.
- Find the template you want to use.
- Click Use Template on the right side of the template row.
- Fill in signer and CC role details (name and email address for each role).
- If the template has Merge Fields, fill in any custom values (e.g., a price or contract date).
- Review the document settings and click Send.
Note: You can use the same template as many times as needed. Each send creates an independent document.
Pre-filled roles
If signer or CC roles were pre-filled during template creation, those details will appear automatically when you use the template. You can update them before sending if needed.
Troubleshooting
No "Use Template" button visible: This usually means you're viewing a Template Link, not a standard Template. Template Links have a Send Link or Sign Now button instead.