Templates in iPadOS

Templates in iPadOS

  1. Select Templates from the Others sub-menu in the left navigation panel.



  2. Tap +.



  3. Upload the document you want to convert as a template.
  4. Optionally edit the template name, then tap Next.



  5. Tap the Add Recipients button in the Manage Recipients screen to add recipients.



  6. Enter the recipient details, then tap Done.



  7. Tap Add me in the Manage Recipients screen if you want to add yourself to the recipient list.
  8. Tap Add recipient again if you wish to add more recipients.
  9. Tap Next.



  10. In the Other Details screen, you can set document validity period, agreement validity, document type, folder, automatic reminder interval, and add a description. 
  11. Tap Next.



  12. Include the prefill and signer fields by dragging and dropping them from the fields list and tap Save.







  13. You can access all the saved templates from the templates screen.