Templates allow your business to store frequently used documents and reuse them across notarization sessions, saving time and ensuring consistency.

From the Templates page, you can:

• Upload Template to add a new document template to your Business account.
• Search for templates by name to quickly locate documents.
• View Template Details, including the template name and creation date.

Adding New Template Document

1. Click Upload Template button
2. Select the file and it will be uploaded automatically.
3. AI tagging will Pre-tag the uploaded template, no manual efforts needed.
4. Click Pre-Tag Fields to verify the Pre-tags and Save.
5. Now you can use the saved template while creating the sessions when required.

To Delete an Added Template

1. Select the template document.
2. Click delete. The document will be deleted successfully

To Use the Template while creating a Session

On create Session page, while uploading the document use "From Template" as select the desired template.

Updated on: 23/06/2026