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Save a document as a template

If you send the same kind of document over and over, save it as a template: the wording, the fields and the signer setup are kept, so the next one starts nearly finished.

1-minute read

Most businesses send four or five documents again and again with the names and the numbers swapped. A template is that document, kept.

Save a document you have already set up — wording, fields and who signs where all come with it.
Starting from a template means filling in what changed, not rebuilding the whole thing.
On a shared workspace, templates belong to the team rather than to whoever happened to make them.

Which plans include saved templates is on the pricing page. A template is a starting point, not legal advice — read what you’re sending.

XOsign provides AI-assisted document tools and is not a law firm. This article is general product information, not legal advice.

Create your first document
Start from the Get Started button or your dashboard: upload a PDF or photo, or paste text. XOsign detects what kind of document it is and offers the right actions.
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Teams and shared workspaces
Paid plans don't limit how many colleagues you invite — you're charged for AI volume and features, not headcount. Inviting people is available on every paid plan; the shared workspace starts at Team.
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Put your brand on what you send
Your logo, your colours and your letterhead go on the emails and documents your recipients see. If you run more than one business, you can keep more than one brand.
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Save a document as a template

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Create your first document

Teams and shared workspaces

Put your brand on what you send