video1.0<iframe src="https://www.loom.com/embed/f731e9fbb72e43e4a9086c9a321c16e3" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/f731e9fbb72e43e4a9086c9a321c16e3-491cdaa3ebdd83c0.gif293.744In this video, I walk you through the process of creating templates in Upload a Doc, which allows you to streamline sending PDF documents for signatures. I explain how to upload your base document, customise it with placeholders for signatures and information, and set it up for easy future use. It's important to note that only admin and principal users can create these templates.