Build the document
Open Settings → Signable Documents, select a document, and place the required name, date, text, initial, and signature fields. Assign each field to the correct signer role.
Test the layout
Preview every page at normal size. Confirm required fields are visible, do not overlap contract text, and belong to the intended signer. Use a company-controlled test recipient before relying on a new template.
Editing a reusable document changes future sends; it does not rewrite a copy already sent. If a sent request contains the wrong document or signer, handle that request from Sent Documents and create a corrected send.