Templates help you reuse a prepared document. Workspace tools and personal shortcuts help you reach the features you use most often. Available features still depend on your plan and permissions.
Use a template
Templates appears in navigation when the workspace has the required entitlement. Choose an available template, check its document and recipient assignments, and continue through the signature workflow.
A ready template can go from People directly to Review and send when its fields and assignments pass the same readiness checks. Open Fields whenever you need to review or adjust the layout. Always inspect the actual PDF before sending.
Edit a reusable definition
Template changes and PDF replacements are made in a separate draft with an explicit save. Review the draft before saving it. Previous requests retain the snapshots used when they were created; changing a template does not rewrite them.
Show optional workspace tools
Owners and administrators can open Settings → Workspace tools to show Client and matter tools, Review tools and Records tools. Choose the display preferences and save them.
Hiding a tool does not delete its records, stop active assignments or remove legal holds. Existing records remain reachable through permitted contextual links and More tools. These settings do not upgrade a subscription or change access rights.
Choose your own shortcuts
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Open Settings → Your shortcuts, or use More tools → Customize shortcuts.
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Select up to three available tools.
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Choose Save shortcuts. Use the named Move up and Move down controls to order them.
Shortcuts are personal to you in this workspace. Use Reset shortcuts to clear your choices. A hidden or unavailable tool may stop appearing until your access or the workspace settings allow it again.