[Editor 2.0] Template Roles

Availability: Essentials, Business, Enterprise plans

Roles are placeholders that will help you pre-assign fields to future recipients.

On the top right of your screen, +Add roles (select Manage to add a new one if you already have a role in your template). Then, add one role for each person that should sign or receive the document. (i.e. Client, Sales Rep, etc.)

When you create a document from your template, simply designate which recipient belongs to which role and their fields will automatically be assigned to them.

Then assign fields to your role(s) and that's it! When you create a document out of the template, you will assign actual recipients to roles which will automatically assign fields to the recipients.