This article is the full setup reference for the new document and template experience — covering the template workflow builder, document creation guided flow, and all current limitations.

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 redlining. If you rely on this feature, 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.

The template setup view

When you open a template in the new experience, you'll see a split-screen layout:

Left side — a preview of your template's content. This is read-only in this view.
Right side — the workflow builder panel, where you configure the steps your team follows when creating documents from this template.

This view is for setting up how documents get created from the template — the workflow. It's not where you edit the template's content.

To edit the template's text, images, fields, or variables, select Edit document on the left side of the screen. This opens the full document editor where you can make changes to the content. When you're done, select Save changes at the top right to return to the template setup view.

Note: You can also access the editor at any time by selecting Edit document at the bottom of the guided flow when creating a document — but any content changes made there apply to that document only, not to the template itself. To update the template content permanently, always use Edit document from the template setup view and select Save changes at the top right once done.

What is the workflow builder?

Every template in the new experience includes a built-in workflow — a sequence of steps that defines what happens when someone on your team creates a document from it. Think of it as encoding your document process directly into the template, so nobody has to remember to connect a CRM record, route for approval, or configure payment settings each time.

The workflow panel sits on the right side of the template setup view. Two steps are always present:

Define roles — where you set up recipient placeholders like Client, Signer, or Accounting
Send document — where you configure expiration, renewal, and post-signing redirect settings

Everything else is optional and added by an admin based on how your team works.

When a team member selects Use this template, the guided flow they walk through mirrors exactly the steps you've configured here — no more, no less. A template with only the two default steps produces a short flow. A template with integration, approval, and payment steps produces up to a six-step flow. The template does the thinking so the sender doesn't have to.

For detailed setup instructions for each optional step, see the links in the table below.

Add workflow steps

You can add optional steps to your template workflow by selecting + Add step at the bottom of the workflow panel. Each step you add becomes part of the guided flow your team follows every time they create a document from this template.

Step	What it does
Pull data from integration	Auto-fills documents with data from your CRM — contacts, deal amounts, custom fields — when a team member selects a record during document creation
Fill in document details (Forms)	Adds a form your team fills out before sending, prompting them to enter variable values or choose from dropdowns you define
Submit for approval	Routes the document to internal approvers before it can be sent to recipients
Send auto-reminder	Automatically reminds recipients about unsigned documents after a set number of days
Collect payment	Collects payment from a recipient after they sign, with options for one-time, recurring, or instalment payments

Note: Steps are automatically ordered in a logical sequence — Pull data from integration always appears first, and Collect payment always appears last. You can't reorder them manually.

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 guided flow opens. The number of steps depends on how the template's workflow is configured — a template with no optional steps has a shorter flow, while one configured with an integration, approval, and payment step can have up to six steps. The step indicator at the top always shows your current position and total number of steps.

Creating editable documents

Step 1: Add recipients

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.

Navigation tips

Select the step indicator (e.g. Step 3 of 6) to see all steps and jump to any one directly.
Select Skip to bypass any optional step.
Select Edit document at the bottom of any screen to jump straight to the editor at any time.

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 yet.

Area	Limitation
Forms	Standard forms have moved into templates as the Fill in document details workflow step — see Forms are moving to templates
Integrations	Linking and unlinking CRM entities from within the editor is not supported. QuickBooks Online is not supported in the new template and document creation flow.
Payments	Payment steps must be added or removed at the template level. Once a document is created, you can disable the payment step for that specific document using the step dropdown — but you cannot remove it entirely. If you need to send a document without any payment step, remove it from the template workflow before selecting Use this template.
Recipient groups	Editing recipient groups before a document is created is not supported