Revising & Publishing
Last updated
Last updated
Template Editor, Revisions, and Publishing
The Lend Sign template editor allows you to create, edit, and manage document templates. Understanding how revisions and publishing work, along with the use of Lend default templates, will ensure you’re always using the right template for each purpose.
Safe Revisions: You can edit a published template without impacting the version currently in use. Your changes will remain in draft until you decide to publish them.
Publishing Updates: When you’re satisfied with your revisions, click Publish to make the new version active. This will replace the previously published template with your latest changes.
Until you publish a custom template with a specific Use, Lend’s default templates will be automatically applied for these uses. Lend provides these default templates to cover essential flows:
Consumer Flow: Combined Credit Guide, Credit Quote, and Privacy
Commercial Flow: Privacy
As soon as you publish your own template for a specific use, it will replace the Lend default template for that use, ensuring that all users on your account use your customised version.
The Lend Sign editor provides an editor for formatting text, adding tables, images, blocks and variables, to build documents that will be converted into PDFs to be signed. While the editor provides a visual layout, it’s essential to preview the template frequently to see how it will appear in the final PDF that clients will sign.
The editor includes an intuitive toolbar with common features, such as bold, italic, underline, clear formatting, heading styles, font type, size, colour, text alignment, and options to insert links and images. You can also add tables, adjust rows and columns, toggle table borders on/off, merge cells (by selecting cells first), and set margins and padding. Note that toolbar options become available based on the selected area—for example, table options appear only when a table is selected, and text options when text is selected.
On the main Templates page you will see templates are organised by status—Published and Drafts—making it easy to manage revisions and identify active or in-progress versions.
Each template’s specific Use is displayed, so you can quickly identify where each template applies.
By understanding Lend default templates, safe revisions, and publishing features, you can ensure your documents are up-to-date, customised, and compliant with your business needs.
