Convert a document into a template

Availability: Essentials, Business, and Enterprise plans

This feature allows you to turn your existing documents into templates to be used multiple times.

When the document is converted into a template, it will add the word “template” to its name, e.g. if the document name was “General NDA”, the template would be called “General NDA template”.

What happens to filled-out variables? If data has been filled out using variables, the variable name will remain, however, the data will be stripped out.

What happens to filled-out fields?: Field data will be stripped and the fields will be assigned to a default “Role”.

How to convert a document into a template 

Open the document. In the top right, click the ellipses > "Convert to Template."

After the document has been converted into a template, you will have all the options associated with template creation: template roles, workflow, etc.