SFS provides you with two ways of creating templates: by using an API request (API way) or via our React UI (visual way).
Let’s create a simple template using our React Components.Navigate to your SFS account and proceed to the Components tab, find the Template editor component
and press the ‘Live Demo’ button.
Components
Now you’re ready to draft your first template. To do this, use your API and Client keys to make the component functional.
If you need reusable parts of text that you will be using throughout the template content,
add placeholders and paste them into the text. Your template is ready to be used!
Now you have the ability to create as many documents from this template as you need. When creating a
contract from a template, the content, placeholders, and recipients from the template will be
copied to the brand new contract. Learn more here.
Take a look at the placeholders array. By using this, you can immediately fill in the placeholders,
so the contract will have all the necessary data in the locations specified by you. To do this, you simply
need to provide the call with the placeholder key from the template. This way, the system will identify this
placeholder and fill it with the value you need.