Writing a document template and merge fields

Open Documents, then Templates. You can start from a sample or a blank template. The samples are plain-language wording to work from, not legal advice: have your lawyer review them. Publishing is blocked while any item in double square brackets is left in the text.

Merge fields fill in details when you send, for example the customer's name, your business name, an invoice number and total, or the payment amount and how often it runs. The list is beside the editor. Card and bank details are never merged into a document.

• Save the draft to see a preview with sample values.
• Publish when you are happy. A published version never changes, so each signer keeps exactly the text they saw.
• To change a published document, start a new draft and publish it. Documents already sent are not affected.