To streamline your document management process, you can quickly duplicate documents and templates.
Tip: The duplicate feature lets you reuse a document from your list, enabling you to send it again, whether to the same recipients or to new ones. This feature is particularly useful for documents that need to be sent repeatedly or to multiple parties.
Follow these steps to duplicate a document:
- Login to your Sign.Plus account, and go to the Documents section on your Dashboard. You can duplicate documents in any status except for those in the Trash.
- Look for the document you wish to duplicate, and click on More (⋮).
- Click on Duplicate.
- The duplication process creates a new draft with the same recipients and automatically opens the signature page for editing.
Note: The name of the duplicated document is prepopulated with the original name, but you can change it at any time before finalizing.
Follow these steps to duplicate a template:
- Login to your Sign.Plus account, and go to the Templates section on your Dashboard. You can duplicate documents in any status except for those in the Trash.
- Look for the template you wish to duplicate, and click on More (⋮).
- Click on Duplicate.
- When you duplicate a template, it will appear in your template list but won't open for editing automatically.
Note: Ensure that your plan's template limit allows for additional creations. If you've reached your limit, attempting to duplicate a template, you can upgrade your plan.
Follow these steps to duplicate a document:
- Launch the Sign.Plus app.
- Go to Documents.
- Look for the document you wish to duplicate. Once you find the document, swipe left, and click on More.
- Select Duplicate.
- The duplication process creates a new draft with the same recipients and automatically opens the signature page for editing.
Note: The name of the duplicated document is prepopulated with the original name, but you can change it at any time before finalizing.
Follow these steps to duplicate a template:
- Launch the Sign.Plus app.
- Go to Templates.
- Look for the template you wish to duplicate. Once you find the template, swipe left, and click on More.
- Select Duplicate.
- When you duplicate a template, it will appear in your template list but won't open for editing automatically.
Note: Ensure that your plan's template limit allows for additional creations. If you've reached your limit, attempting to duplicate a template, you can upgrade your plan.