Templates in iPadOS
- Select Templates from the Others sub-menu in the left navigation panel.
- Tap +.
- Upload the document you want to convert as a template.
- Optionally edit the template name, then tap Next.
- Tap the Add Recipients button in the Manage Recipients screen to add recipients.
- Enter the recipient details, then tap Done.
- Tap Add me in the Manage Recipients screen if you want to add yourself to the recipient list.
- Tap Add recipient again if you wish to add more recipients.
- Tap Next.
- In the Other Details screen, you can set document validity period, agreement validity, document type, folder, automatic reminder interval, and add a description.
- Tap Next.
- Include the prefill and signer fields by dragging and dropping them from the fields list and tap Save.
- You can access all the saved templates from the templates screen.
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