The Library is the section where you store and manage document templates and uploaded files. Access it by clicking Library in the top navigation bar.
Templates — Stores pre-built document templates that can be reused to send envelopes quickly without starting from scratch each time.
File Uploads — Contains documents that have been uploaded to your account for use across workspaces.
Creating a Template
Click the Create Template button in the top right corner to build a new reusable document. Templates are especially useful for frequently sent documents.
Tips
Templates with multiple roles are useful for multi-party signing workflows — for example, a contract that requires both an HR representative and an employee to sign.
Use the checkbox on the left of each row to select one or more templates for bulk actions.
If you manage multiple workspaces, note that Personal templates are only accessible within your own account. To share templates across a team, ensure they are assigned to the appropriate workspace.