Repeat send from a template

Save a field layout once in the dashboard. Ask your agent to list templates and send again with new signers. Atlas clones the pinned fields on every send.

Save a template first

Upload a PDF or DOCX and complete one send (or save from review).
On review, click Save as template and name it.
Confirm under Dashboard → Templates.

See Templates for dashboard steps.

List templates in chat

List my Atlas templates.

Atlas calls list_templates. Pick a name from the response.

Send to a new signer

Send my Atlas "NDA" template to newhire@company.com with name New Hire.

Share the review link if it is a draft. Tell me if it already sent.

Atlas calls get_template if it needs role names, then send_contract_from_template. Most sends go out immediately unless you pass auto_send: false.

Send with prefill

Send my Atlas "Offer Letter" template to candidate@example.com.

Prefill start date as March 1, 2026 and salary as $120,000. Share the review link.

Prefill keys come from get_template. Role names on send must match the template signer roles.

Rules

Do not pass template_id on POST /api/envelope. That returns 400. Templates use send_contract_from_template or POST /api/templates/{id}/send.
Drafts are free. One credit per send.
Signers still follow review-before-send when the tool returns review_url instead of sending.