Available on: All plans
The moment you upload a document to Loio, it becomes a reusable asset, eliminating the need to re-upload and prepare the same files repeatedly. Essentially, every document and signature request works as a template you can quickly customize and reuse. Let’s go over the entire process from uploading to reusing.
Upload a document
To begin, add a document to your workspace:
Click New document > Upload from computer or Import from Google Drive.
No document? Use one of Loio’s ready-made templates to create and customize an agreement in minutes.
Prepare and customize
Click on a document to open in the editor. Make changes necessary to prepare your template:
Fill out forms: Add text, checkmarks, dates, and signatures.
Edit PDFs: Edit or remove text directly within a PDF, rearrange content, or adjust formatting.
Add fillable fields: Insert boxes for signers to complete.
When preparing a document for reuse (like a contract for someone to sign), you’ll likely want to insert fillable fields for text, dates, and signatures. Switch to For signers mode, then drop fields from the left-hand toolbar onto a document.
ℹ️ Fillable fields are interactive boxes used to input data or signatures.
Save your changes
Click Save at the top right. All edits will be saved, allowing you to use this version as a source file directly from the Documents folder in your workspace.
Duplicating a document to edit and sign
If you need to edit, fill out, or sign a document you plan to reuse in the future, simply create its copy. Using a copy ensures the source document stays intact, so you can use it over and over.
How to duplicate a document:
Click More (three horizontal dots) on a document card.
Select Make a copy.
Name the copy and click Duplicate.
Reusing a document to request signatures
You don't need to duplicate a document to send it for signatures (unless it requires additional customization). Simply send a document following standard signature request steps.
Once signed, the completed copy appears in your Signatures folder, while the source file remains intact in the Documents folder, always ready for reuse.
Reusing a signed document to send to another recipient
You can reuse a document you already sent for signing directly from the Signatures folder:
Select any signature request to open its overview.
Click Use again.
A fresh copy of that document will open in the editor, ready for a new recipient (fields in the new copy will be stripped of any input data from the previous signature request).
You can also open a source document from which a signature request was created. This is helpful if the document was updated after it was sent, and you want to open the latest version. For this, click More (three dots) and select Open root document.
Frequently asked questions
What’s the difference between reusable documents and Loio’s templates?
Loio’s templates are ready-to-use documents (contracts, agreements, NDAs, etc.) crafted by legal professionals. Loio offers over 2,500 templates you can quickly customize and use. In your workspace, these are available in the Templates section. Reusable documents, on the other hand, are your own files that you can pre-configure and use as many times as you need.
What happens to field data and signatures if I reuse a completed document?
Input data and signatures remain intact within a finalized document, so you shouldn’t worry about losing it. If you click Use again, Loio creates a new blank copy, so you don’t have to re-upload and insert fields again.
Do I have to save my documents as templates manually?
No. All documents you upload are reusable, which means you can send them for signatures without creating separate copies.
If you have any questions, our support team is always here to help. Contact us at support@loio.com or use the live chat button in the bottom-right corner to reach out.