Documenso Core Workflow B: Templates & Direct Signing

Overview

Create reusable templates, generate documents from templates with prefilled fields, and implement direct signing links for public/anonymous signers. Templates define the PDF, fields, and recipient roles once — then stamp out documents on demand.

Prerequisites

• Completed documenso-core-workflow-a
• At least one PDF uploaded to Documenso as a template
• Understanding of recipient roles and field types

Instructions

Step 1: Create a Template via Dashboard

Templates are created in the Documenso UI:

1. Navigate to Templates in the sidebar.
2. Click Create Template and upload a PDF.