Share templates for review, fill and sign

Follow the steps below for more ways to edit and distribute your templates:

In the Templates tab, select a template and choose an option in the sidebar:

1. Generate a document

Click Generate document to generate a new PDF document from the selected template.

2. SendToSign

Select SendToSign to send your template out for signing to up to twenty recipients at a time.

Enter a recipient’s email and name. Click the plus icon to add another recipient.

Alternatively click +Add from address book to select recipients from your contact list.

Finally, click SendToSign to send your template out for signing.

3. LinkToFill

Select LinkToFill to make your template accessible via a publicly shared link.

Just click Copy link to share your LinkToFill template directly with your recipients.

4. Send by email

Select Send by email to send recipients a template via email with a passcode that is required to download the document.

Enter a recipient’s email and name. Click the plus icon to add another recipient.

Alternatively, click +Add from address book to select recipients from your contact list.

Finally, click Send by email to send your template out for signing.

To download your document, recipients should click Open Document and then enter the secure code included in the email message.

5. Print

To print out your template directly from the Templates tab, select Print.

You can preview a template prior to printing it. Once you’ve previewed your template, click the print icon in the lower right to print your copy.

6. Edit template

Selecting Edit Template redirects you to a Wizard for adjusting your template settings. This option is only available for the template owner.

7. Duplicate template

Select the Duplicate template option to create a copy of a template. Easily edit a copied template according to your needs, without altering the original template. This option is only available for Salesforce users with System Administrator privileges.

8. Create shortcut button

Simplify working with PDF, DocX and PptX templates using straightforward Shortcut Buttons for the most frequent actions in your Salesforce organization. Create buttons for one-click signature requests, template editing or generating documents from templates directly from an object record page.

9. Template info

Select Get Info to instantly view all details for your templates such as the name, ID, date of creation and the template owner.

10. Rename

Easily rename your templates with the Rename option.

11. Delete

Click Delete Template to permanently remove it from the Template tab. This option is only available for the template owner.