Using Blueprints

Once you've created a blueprint, you can use it to quickly create new documents with pre-configured files and signing fields.

Create a document from a blueprint

1. Navigate to Blueprints.
2. Find the blueprint you want to use.
3. Click Create Document (or use the make_document action).
4. A new document is created in Draft status with:
   • The blueprint's file(s) already attached.
   • All signing fields positioned exactly as defined in the blueprint.
5. Invite signatories and assign them to the pre-placed fields.
6. Send the document for signing.

tip

Using blueprints can reduce document preparation time from minutes to seconds, especially for complex documents with many signing fields.

What carries over from the blueprint

Property	Carried over?
Document file(s)	Yes
Signing field positions	Yes
Signing field types and properties	Yes
Signatory assignments	No — you assign new signatories
Document name and description	No — you set these on the new document
Expiration date	No — you set this on the new document

Best practices

• Name blueprints clearly — use descriptive names like "Standard NDA" or "Freelance Contract" so your team can find the right blueprint quickly.
• Keep blueprints updated — if your document template changes, update the blueprint rather than creating a new one.
• Use permissions — control which team members can access specific blueprints using permissions.
• Start with completed documents — if you have a signed document that worked well, convert it to a blueprint using Make Blueprint to capture the exact layout.