video1.0<iframe src="https://www.loom.com/embed/a4e05f0346774dc1984908cebecb8565" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/a4e05f0346774dc1984908cebecb8565-2ec1852f9b805ff5.gif145.237This Loom explains how to create and use reusable templates when sending documents or envelopes. It shows setting up a new template by dragging and dropping it, adding roles such as buyer and seller, and pre-filling your name and email to save time. The video covers preparing documents so fields saved in the template persist across future uses, along with naming the template and the default message. It also instructs how to access the template under templates actions and send it with the agreement and buyer and customer information, and notes you can share or duplicate templates to other groups or accounts.