# Templates - using a template

> Quickly send a saved template from your templates pages. 

Canonical: https://goodsign.io/guide/Templates-using-a-template
Source: GoodSign — pay-per-document electronic signatures (https://goodsign.io)

---

### [1\. From the GoodSign homepage click on Dashboard](https://goodsign.io/)

I'm assuming you've got an account and are logged in. Otherwise, login/regster

![](https://dubble-prod-01.s3.amazonaws.com/assets/298f3bbf-d1e0-453e-bd91-95b88919ab99.png?0)

### [2\. Navigate to the Templates / API trab](https://goodsign.io/dashboard)

![](https://d3q7ie80jbiqey.cloudfront.net/media/image/zoom/50619e91-674a-4433-9536-b531237a098d/2.5/40.61534699341/27.141203703704?0)

### [3\. Click on options](https://goodsign.io/dashboard?filter=template)

![](https://d3q7ie80jbiqey.cloudfront.net/media/image/zoom/81f45b63-e512-4550-b4f5-181416d67156/2.5/94.810543657331/34.201388888889?0)

### [4\. Click on Use Template](https://goodsign.io/dashboard?filter=template)

This will make a copy of our template - so we can easily send to a new signer.

![](https://d3q7ie80jbiqey.cloudfront.net/media/image/zoom/7be0cc5f-c317-4cbf-81a0-74598db392c5/2.5/95.387149917628/38.252314814815?0)

### [5\. Enter the new name for this document](https://goodsign.io/dashboard?filter=template)

We'll call this one NDA - For John Ballinger so we can easily find it later.

![](https://d3q7ie80jbiqey.cloudfront.net/media/image/zoom/a73898cb-42ee-47da-b672-2f38338c8661/2.4754901960784/52.489188632619/49.189814814815?0)

### [6\. Add the name and email of the signer](https://goodsign.io/configure/BaObLmn1QMyvA5zQZGJ8w624x9RogY)

This is the person that will sign our document

![](https://d3q7ie80jbiqey.cloudfront.net/media/image/zoom/eebc97b8-6732-4a2d-94f5-f1df27fcf593/2.5/60.655953974465/23.611111111111?0)

### [7\. When complete optoins](https://goodsign.io/configure/BaObLmn1QMyvA5zQZGJ8w624x9RogY)

Email copies and sending CC (carbon copies) to other people. Supports multiple CC addresses, just add a comma between each email

![](https://d3q7ie80jbiqey.cloudfront.net/media/image/zoom/332ab326-8f77-424b-901b-11b5f37c0129/2.5/29.873481260297/38.310185185185?0)

### [8\. Change Reminder Optoins](https://goodsign.io/configure/BaObLmn1QMyvA5zQZGJ8w624x9RogY)

Automatically remind this signer to complete this document if they don't sign

![](https://d3q7ie80jbiqey.cloudfront.net/media/image/zoom/6393e7cc-7b0e-4508-b46d-8a7c805b3832/2.5/29.873481260297/56.018518518519?0)

### [9\. Configure Email Reminders](https://goodsign.io/configure/BaObLmn1QMyvA5zQZGJ8w624x9RogY)

Send a reminder every 7 days

![](https://d3q7ie80jbiqey.cloudfront.net/media/image/zoom/4b813399-f98c-4ec8-a463-a61a4ab718af/2.5/29.873481260297/56.018518518519?0)

### [10\. Sharing option (optional)](https://goodsign.io/configure/BaObLmn1QMyvA5zQZGJ8w624x9RogY)

Allow anyone in the admin team to view this - otherwise it will only be shared to my team.

![](https://d3q7ie80jbiqey.cloudfront.net/media/image/zoom/e6064dd7-c885-44e3-ae0f-e488ebb9a493/2.5/29.873481260297/65.393518518519?0)

### [11\. Save](https://goodsign.io/configure/BaObLmn1QMyvA5zQZGJ8w624x9RogY)

![](https://d3q7ie80jbiqey.cloudfront.net/media/image/zoom/77495039-71a5-483e-b990-a0fe6feb00d6/2.5/73.064250411862/72.106481481481?0)

### [12\. Change Signer - if you have more than one](https://goodsign.io/design/BaObLmn1QMyvA5zQZGJ8w624x9RogY)

![](https://d3q7ie80jbiqey.cloudfront.net/media/image/zoom/2b651254-c6be-41df-ad96-0f5d2f9532c1/2.5/2.6359143327842/17.592592592593?0)

### [13\. Add an extra signer](https://goodsign.io/design/BaObLmn1QMyvA5zQZGJ8w624x9RogY)

Click and drag "Sign Here" onto document

![](https://d3q7ie80jbiqey.cloudfront.net/media/image/zoom/9254552e-dfb6-4dc3-bcec-e98e595a125b/2.5/7.4135090609555/30.324074074074?0)

### [14\. Adding signatures](https://goodsign.io/design/BaObLmn1QMyvA5zQZGJ8w624x9RogY)

Drag and drop the "Sign Here" button from the left panel onto your document

![](https://d3q7ie80jbiqey.cloudfront.net/media/image/zoom/6e0b1df5-98e3-411a-a4dc-7760aaf49f06/1/59.390444810544/30.845811631944?0)

### [15\. Click on Next](https://goodsign.io/design/BaObLmn1QMyvA5zQZGJ8w624x9RogY)

![](https://d3q7ie80jbiqey.cloudfront.net/media/image/zoom/79f86b64-88e7-4b47-be63-5b523e5c81f8/2.5/95.963112644152/2.1990740740741?0)

### [16\. Type in highlight](https://goodsign.io/review/BaObLmn1QMyvA5zQZGJ8w624x9RogY)

Add in an optional message if required

![](https://d3q7ie80jbiqey.cloudfront.net/media/image/zoom/b81bd484-f5e2-441a-a57d-a9f5dea8a01e/1/0/0?0)

### [17\. Click on Finish](https://goodsign.io/review/BaObLmn1QMyvA5zQZGJ8w624x9RogY)

![](https://d3q7ie80jbiqey.cloudfront.net/media/image/zoom/d03f5dd4-0494-40e4-aa83-2d839d3b64ba/2.5/62.520593080725/63.657407407407?0)

### [18\. Success - sent](https://goodsign.io/dashboard)

![](https://d3q7ie80jbiqey.cloudfront.net/media/image/zoom/e697c312-edd4-4eb3-be34-5a54f226b82a/2.5/96.70510708402/4.6296296296296?0)