Templates and Documents Q&A
Common questions asked about our templates and documents.
Why can't I create documents even though I have a company workspace?
To create documents, you must have permission to use templates in your company workspace. If the Create document button or templates aren't available, ask your workspace administrator to review your access permissions.
Can I edit a completed document?
No. Once a document has been completed (signed), it can no longer be edited. If you need to make changes, use Copy as new draft to create a new editable version containing the same information
Can I save a document and finish it later?
Yes. While creating a document, you can choose continue later and return to it whenever you're ready.
Why can't I complete my document?
All required fields must be completed before the document can be finalised. Any missing information must be filled in before you can continue.
Can I rename my document?
Yes. You can choose a document name when creating it, making it easier to identify later.
Can I move my document to another folder?
Yes. Documents can be moved between folders, provided you have permission to access the destination folder.
Why can't I see a template my colleague can access?
Templates may only be available to certain users or workspaces. Contact your workspace administrator if you believe you should have access.
Can I create multiple documents from the same template?
Yes. Templates are designed to be reused, allowing you to create as many documents as you need.
What happens if I edit a document after signature requests have been prepared?
Returning a document to editing mode invalidates any existing signatures and pending signature requests. Review the document carefully before sending it for signing.