Click on the Templates tab from the main menu.

Select the template file that you need to use and click on it.

The template side menu will display

Click on the "Use template" button.

The Prepare document view will display.

Now, edit the file name so you can identify the sent document later.

Add the names and emails of the signatories based on their roles.

You can still edit the other fields before sending.

Click on the "Prepare document" button. This will prompt the document to be sent immediately to all signers.