Templates, bulk send and your own certificate

Make and use a template

1. Open Document Studio, go to Templates and select New template. Only owners and admins can make, edit and delete templates.
2. Name each role, such as Client or Manager, then place the fields each role fills on the document.
3. Save it. A template keeps the roles and where each role signs, not the people.
4. To use it, start a new request, choose the template and give the name and email address for each role.

Send to many people

1. Open Bulk send and choose a template.
2. Paste one row for each request, or choose a CSV file: a title, then a name and an email address for each role. You can send up to 100 rows at once.
3. Check the preview. A row needs a title, and a name and a valid email address for every role.
4. Select Send the requests. Each row becomes its own request, with its own copy of the document.

Sign with your own certificate

1. Open My certificates and add a certificate file (.p12 or .pfx) from your certificate provider. Only you can use it.
2. Choose a library document and select Sign a document, then type the certificate password. It is asked each time and never stored.
3. A signed copy is saved to your library as a new private document. The original does not change.

Limits by plan

• Templates kept: 1 on Free, 25 on Pro, 250 on Team and no limit on Business.
• Each request sent counts as one signature request: 2 a month on Free, 50 on Pro, 300 on Team and 1,500 on Business. A bulk send that would pass what is left sends nothing.
• Signing with your own certificate is part of Pro and above. The PDF Loft seal that completes a request is separate: it is never a signer's signature.

If something goes wrong

• A template cannot be saved until it has a name and every role has a name.
• A certificate is refused when it is expired, not valid yet, larger than 40 kB, not a PKCS#12 file or has a key that is not RSA.