Pre-configuration of all elements of a Signature Request, such as Documents, Signers, Approvers, Fields, and settings.
The Template resource designates a pre-configuration of all elements of a Signature Request, such as Documents, Signers, Approvers, Fields, and settings. You can use a Template to streamline and simplify the process of sending similar kinds of requests.
Related guide: Template
🔓 Resource access
- Environments:
production,sandbox - Plans:
plus,pro,scale - Add-ons: None