Build a template and send it


Changelog

Alex Shi

A template is the document you send again. The fields belong on the template, not redrawn on every copy.


A template is the document you send again. The fields belong on the template, not redrawn on every copy.

Place fields on a template, then send it. The template keeps the layout and the fields. Each send creates a document from that template for the people who have to sign.

Each recipient gets a copy to fill in and sign. Their copy is the one with their fields, produced from the template rather than from a one-off upload. The template stays in place for the next send.

Building the template and sending it are the same workflow. You are not exporting a blank PDF, uploading it somewhere else, and placing the fields a second time.

Formable
© 2026 Formable Inc. All rights reserved