​How to Create a Structured Template

This document explains what a structured document is and how to add, clone, and delete it in a template.

What is a structured document

A structured document is a template document with static content and dynamic fields. Static content stays the same across envelopes, while dynamic fields are filled during processing. New templates include one structured document by default, and you can add more manually.

How to add a structured document

1. Open the left documents panel.

   • If the panel is collapsed, click the Documents icon to expand it.

2. Click the button.

3. Select Structured.

4. A new structured document is added to the template.

5. Add content and fields as needed.

How to clone a structured document

1. In the document header, open the context menu.

2. Click the icon.

How to delete a structured document

1. In the document header, open the context menu.

2. Click the icon.