Introduction:
When working with contracts, forms, or proposals, it’s common to need slight variations of the same template. The problem is, making changes to your master template every time can quickly create confusion. That’s where BoloSign’s Create Document feature comes in. It allows you to reuse an existing PDF template, make the necessary adjustments, and save it as a new document—without altering your original template. This keeps your workflow organized and your templates clean, while still giving you flexibility to manage and track responses for the edited version.
How does it work?
1. Click on Documents
2. Click on PDF Templates
3. Click on Create Document of your desired template.
4. Make the required change to your template.
5. Place the field at the desired position.
6. Click on Send
7. Now click on Edit Template to check if the changes are reflected on the original template.
8. The changes are not reflected.
9. Click on the Responses section of the PDF Template.
10. Click on Preview
11. You can see the altered PDF that was sent for signing.
FAQs
What’s the difference between editing a template and creating a document?
Editing a template changes the master template itself, while creating a document makes a new version you can customize without touching the original.
Where can I find the documents I create from a template?
They appear in the Responses section, so you can manage them separately from your main templates.
Can I use the Create Document feature for multiple use cases?
Yes, you can create as many documents as you need from a single template, each tailored for a specific purpose.
Will the changes I make in a created document affect the original template?
No. The original template remains untouched.
Who should use this feature?
Anyone who needs to reuse a PDF template for contracts, forms, or proposals but wants to keep the master version clean and unchanged.
Conclusion:
The Create Document feature is all about efficiency and control. Instead of duplicating or editing your main template, you get the freedom to customize a version for specific use cases while keeping the original intact. With responses stored and tracked separately, your team can stay organized, reduce errors, and save time. Whether you’re handling contracts, client proposals, or internal forms, this feature ensures that your document management stays clean, simple, and effective.