REUSABLE PDF TEMPLATES

Keep approved PDF templates ready for the next client.

Store the PDFs your team sends week after week, from sales authorities and engagement letters to credit guides and consent forms. Organise them in folders and start a fresh E-Sign draft without uploading the same document again.

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Use Document Library for the standard PDFs an Australian business sends over and over: sales authorities and agency agreements, costs agreements and engagement letters, credit guides, tenancy applications and patient consent forms. Each new E-Sign draft starts from the saved template while the library copy remains unchanged.

Features

Keep standard documents organised and ready to use.

Keep reusable PDFs together

Store the standard PDFs your team relies on, from agency agreements to consent forms, in one shared library.

Organise documents into folders

Group templates into a simple folder structure, by service, by matter type or by state and territory, so the right document is easier to find.

Start a fresh E-Sign draft

Create a new E-Sign draft from a saved template without hunting for the same engagement letter and uploading it again.

Keep the original unchanged

Each new draft starts from the saved PDF while the library copy remains unchanged.

Keep the library internal

Only your team can access the template library. Recipients see only the documents you send to them.

Keep document preparation consistent

Give your whole team one shared place to start from the same approved PDF.

How it works

From saved PDF to ready-to-send draft in three steps.

Add your PDFs

Upload the documents your team sends repeatedly, such as the sales authority, the engagement letter or the credit guide.

Organise the library

Group templates into folders by service, matter type or jurisdiction so your team can find the right document.

Start a new E-Sign draft

Choose a saved template when you need it. The library copy remains unchanged.

How Document Library is protected. Templates are encrypted in transit and at rest, and stored in Sydney with the rest of your organisation's documents. Standard encryption supports the automated processing required to create new E-Sign drafts from saved PDFs. See the full security architecture →

Related workflows: E-Sign · Smart Forms · Pricing

Common use cases: Real estate · Mortgage & finance · Legal · Healthcare · Professional services

Build your reusable PDF library.

Start with a 7-day free trial. No credit card required.

Start your 7-day free trial See pricing