How to Prepare and Send a Template as a Sign Request in DocHub

Learn how to prepare a document template, update placeholder fields, and send it as a sign request to a tenant or client in DocHub.

June 17, 2026 By Stewarding Space

This guide demonstrates how to select a saved template, edit its placeholder fields, and send it as a sign request in DocHub. Completing this workflow ensures you can quickly generate and dispatch customized agreements to clients or tenants.

This guide applies to property managers, administrators, and sales professionals who frequently send standardized contracts or leases for electronic signature.

Select a Template

Step #1: Click Templates in the left-hand navigation menu. — Click **Templates** in the left-hand navigation menu.

Step #2: Select the template you want to use, such as a Commercial Lease agreement. — Select the template you want to use, such as a Commercial Lease agreement.

When initiating a template, you can choose from several paths depending on your goal:

Option	Description
Fill a copy (only you)	Creates a personal copy of the template for you to fill out and keep.
Send a copy as a sign request	Generates a single copy to be filled and signed by designated recipients.
Bulk send a copy as a sign request	Sends individual copies to a list of multiple signers at once.
Duplicate template	Creates a new master template based on the current one.

Step #3: Choose Send a copy as a sign request from the modal options. — Choose **Send a copy as a sign request** from the modal options.

Configure the Sign Request

Step #4: Enter the signer's email address in the assigned role field. — Enter the signer's email address in the assigned role field.

Step #5: Click Manage to open the document and review or edit the fields before sending. — Click **Manage** to open the document and review or edit the fields before sending.

Before sending the document, you can adjust any pre-filled placeholders (like unit numbers, dates, and prices) to customize the agreement for this specific signer.

Update Document Fields

Step #6: Double-click the Suite or Unit Number field and type the correct number. — Double-click the **Suite or Unit Number** field and type the correct number.

Step #7: Double-click the project name placeholder and enter the property identifier. — Double-click the project name placeholder and enter the property identifier.

Step #8: Double-click the lease term dates to update the timeline. — Double-click the lease term dates to update the timeline.

Step #9: Double-click the rent amount in the payment table and adjust the pricing. — Double-click the rent amount in the payment table and adjust the pricing.

Step #10: Double-click the first full month's rent date and update it accordingly. — Double-click the first full month's rent date and update it accordingly.

Step #11: Double-click the security deposit amount to modify the required deposit. — Double-click the security deposit amount to modify the required deposit.

Step #12: Double-click the date field next to the signature block to set the expected signing date. — Double-click the date field next to the signature block to set the expected signing date.

Send the Document

Step #13: Click Prepare Sign Request in the right-hand sidebar once all fields are finalized. — Click **Prepare Sign Request** in the right-hand sidebar once all fields are finalized.

Step #14: Click Send Request to dispatch the document to your requested signers. — Click **Send Request** to dispatch the document to your requested signers.

Step #15: Click View Sign Request Copy to review the final document and track its status. — Click **View Sign Request Copy** to review the final document and track its status.

Select a Template

When initiating a template, you can choose from several paths depending on your goal:

Option

Description

Fill a copy (only you)

Creates a personal copy of the template for you to fill out and keep.

Send a copy as a sign request

Generates a single copy to be filled and signed by designated recipients.

Bulk send a copy as a sign request

Sends individual copies to a list of multiple signers at once.

Duplicate template

Creates a new master template based on the current one.

Configure the Sign Request

Before sending the document, you can adjust any pre-filled placeholders (like unit numbers, dates, and prices) to customize the agreement for this specific signer.

Update Document Fields