Templates in Doculan eSign are designed to save time and maintain consistency across frequently used contracts or agreements.
They allow you to reuse predefined documents with fields, party roles, and positions already configured so you don't have to rebuild them from scratch every time.
Doculan offers two types of templates:
- Myself Template
- Team Template
Let's break them down step-by-step.
The Myself Template is for your personal use only.
These templates are visible only to you and are best suited for private or one-time workflows.
When to Use Templates
- You are the only user sending or managing the eSign process.
- You want to maintain personalized templates without sharing them with the team.
- You often send the same contract format to different recipients (like NDAs, offer letters, or invoices).
- You need a draft-safe workspace where no one else can modify your templates.
| Feature | Description |
|---|---|
| Visibility | Private (only visible to the creator) |
| Access | Only you can create, update, or delete |
| Use Case | Individual or recurring personal contracts |
| Sharing | Not shareable with other team members |
The Team Template is designed for collaboration and shared workflows.
These templates are visible to all members within your Doculan workspace.
When to Use Team Templates
- You're working with a group of users sending similar types of contracts.
- You want everyone on your team to have access to the same standardized format.
- You want consistent branding, layout, and field placements for all documents.
- You need to reduce repetitive setup steps for each new sender.
| Feature | Description |
|---|---|
| Visibility | Shared with all users in your organization |
| Access | Editable by team admins or creators |
| Use Case | Common templates (e.g., client onboarding forms, offer letters) |
| Sharing | Automatically available to your team members |
You've learned about Myself and Team Templates in Doculan!
Templates help automate your eSign process and enable faster, error-free document setup whether you're working alone or collaborating with a team.
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