Use Duplicate to quickly copy an existing document template. The copy reuses the original file, so you don't need to upload it again.
Duplicate a team document
Go to Team View, then Team Management › Documents.
Select the three-dot menu (•••) of the document you want to duplicate, then select Duplicate. The Duplicate document template steps open.
In the first step:
Edit the Document name. It's pre-filled as [Original name] (Copy), and recipients will see this name
Select a document type
Turn on Hand-drawn signatures only (for documents that require stricter verification)
Choose which locations can use the document in the Locations card
Then select Next.
In the Add signers step, review or change the signers, then select Next.
In the Customize fields step, adjust the fields as needed, then save the template when you're done.
What gets copied
The original file
The document type
The Hand-drawn signatures only setting
The signing order setting
The setting to share the signed copy with the team member
Locations
The signers and their order
📌 Duplicate isn't available for upload-only documents, which are documents with no signature fields.