The new document and template experience introduces a unified way to create templates, build workflows, and generate documents. It combines a redesigned template editor, an updated document creation flow, and a guided setup process that helps you prepare documents faster and more consistently.
Note: This experience is available as part of an early access program that is gradually rolling out to selected workspaces.
Watch an overview video:
Temporary limitations
This early access version does not yet support features such as redlining, forms, SMS delivery, approval conditions, or payment collection. If you rely on any of these features, you can switch back to the classic experience in your workspace settings at any time.
You’ll find the full list of limitations later in this article.
Accessing the new experience
You can start using the new experience from the same places where you normally create templates or documents:
Go to Templates and select + Template. Then select +Blank or choose one of your existing templates
Select +Document on the Home page or in the Documents
Select Create new from the main navigation panel on the left.
After any of the above steps the new workflow builder and editor will open.
Creating templates with the new experience
Select a template source
You can:
upload a file,
create a blank template,
or choose an item from the Template Gallery.
Once selected, you’ll enter the new template setup view.
Building your template workflow
Each template now includes a built-in workflow that defines the steps your team follows when creating documents from it.
On the right panel, you can:
Define roles
In the Define roles step, you can create, delete, or rename roles, pre-assign them to recipients, or set up signing order.
Add workflow steps
You can add optional steps like:
Pull data from integration
Submit for approval
Send auto-reminder
Select Use this template to proceed to document creation. Select Edit document to update the template’s content, fields, or variables.
Creating documents with the new experience
When you select Use this template, the document creation flow opens. It guides you through all the required steps before sending the document.
Creating editable documents
Step 1: Add recipients
Note: When you create a document by uploading a file, the new experience will skip the recipient-assignment step and other setup steps. You’ll be taken directly to the created document. To add recipients, click Invite > Recipients in the top-right corner of the document, then use the panel on the right to add the recipients you need.
Assign recipients to the roles defined in the template. You can search your contacts or add new recipients directly.
Here, you can also customize or turn on the signing order.
Select Continue to move to the next step.
Step 2: Complete missing information
If your template contains variables that aren’t filled automatically, you’ll see a structured list of the required information.
If a field needs to be edited directly inside the document, select Edit document. This opens the document, where you can make changes before returning to the flow by clicking Save changes at the top right.
Step 3: Review
Before sending, you can:
update the document name and its content,
review recipients,
adjust signing settings
Step 4: Send
In the final step, you can draft a personalized message with AI, review document settings, and send the document using:
a shareable link, or
the standard send option.
Creating documents from an uploaded file
First, select +Create new on the left navigation panel or +Document on the Home page or in the Documents list.
Drag and drop the file you'd like to use or select it from your computer.
Next, add your recipients and customize recipient permissions.
Finally, add the required fillable fields for the recipients to fill out, then review your document and send it.
Full list of temporary limitations
The following features are not supported in this early access release.
Recipient permissions
Suggest edits (redlining)
Redirect after completion
Delivery methods
Send document by SMS
Verification
Recipient verification (QES, ID verification, sign in person)
Forms
Converting documents to eForms
Smart Forms
Workflows
Approval conditions
Integrations
Integration setup (except Pipedrive)
Unlinking linked CRM entities from the editor
Payments
Collecting payments
Recipient groups
Editing recipient groups before a document is created
If you use any of these features, switch back to the classic experience.
Switching back to the classic experience
Workspace admins can turn the new experience on or off for specific users.
Go to Settings > Set up workspace.
Scroll to Early access > Template and document creation.
Select or deselect users.
Choose Apply.
Changes take effect after refreshing the page.