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Feature
Templates & Contacts
Create reusable document templates with pre-defined signer roles and drag-and-drop field placement — ready to send in seconds.
Overview
DocuTrust's template builder lets you define a document once and reuse it across unlimited signings. Assign placeholder signer roles (e.g. "Buyer", "Witness"), place signature, date, and text fields, and set required vs optional rules. When sending, simply map roles to real contacts from your address book.
Key capabilities
- Drag-and-drop field placement on any PDF
- Reusable signer role placeholders
- Required vs optional field rules per role
- Contact address book with autofill
- Template versioning and duplication
Common use cases
- Law firms sending the same contract type to new clients weekly
- HR departments issuing standard offer letters at scale
- Property managers distributing identical lease agreements
- Franchisors sending uniform agreements to all franchisees