📖 Table of Contents
Optimize the time spent on creating signature request by creating fully customizable signature request templates.
Step 1: Prepare the Template
With member, administrator or account owner access, you can create templates for your organization. The steps for creating a template are similar to creating a signature request. Here's how:
Go to the Templates page.
Click on "Create a Template" in the top left.
Import the document(s) you want to use or make available to your teams for creating future signature requests (they can be modified during the creation of a signature request from this template), in PDF or DOCX format.
Once your documents are uploaded, you can add more or convert some into attachments.
Add signers by clicking on "Add a Signer" on the right sidebar.
Choose the type of signer:
Recurrent signer: This person will sign all created signature requests (you can add their details).
Editable signer: Different people will sign each created signature request (you can enter their details when creating a signature request from this template). Give a name to this signer, e.g., client, employee, etc.
Drag necessary fields onto your documents. When using your template, all fields associated with your editable signer will be automatically updated.
Add an empty Read-only Text Field: You can add a Read-only Text Field when creating your Template and leave it empty. Simply click on the "Fill this field later" button and add a description. You can then later populate it when creating a signature request from this template.
Repeat these actions if you want to add multiple signers (up to 100 signers per template).
Add approvers if needed.
Click "Next" to proceed to your template settings.
Step 2: Configure the Template
The settings for a template are also similar to the settings for a signature request:
Name your template to help your team use it.
Add a description to help your team understand when to use it.
If needed, link your template to a specific workspace. (Only for Plus, Pro and Scale subscriptions)
Add followers.
Enable or disable the signature refusal option.
Apply a personalized experience.
Manage dates:
Set an expiration date.
Adjust the number of automatic reminders.
Define the security level:
Choose the signature level.
Finish by clicking on "Activate template" at the top.
The template will then be available in the list of templates for your entire organization or the users of the chosen workspace. Follow this guide to use a template.
Manage Templates
Depending on your Yousign subscription, your organization may have a limited number of templates:
On the One plan, you can have only one template (regardless of its status).
On the Plus and Pro plans, you have unlimited templates (all statuses combined).
A template with "Disabled" or "Draft" status counts as a template within the limit of your plan's template count. If you want to create a new one, delete an existing template.
Template details page
You can see more information about a specific template in a single click by going to the Template details page. This allows you to quickly see the details of a template before editing or using it.
All users of the template workspace have access to the template details page, even if they are not the creator or don't have editing rights.
From this page, you can see all the details of the template, from the list of recipients to the settings that will be applied to the Signature Requests created from it.
Edit a Template
If you want to edit a template, simply:
Go to the Template details page.
Click on "..." next to the "New request" button.
Click "Edit Template."
Make all your modifications.
Click "Exit and Update."
Members can only edit, disable and remove templates they created. Admins and owners can edit and delete all templates (even if they didn't create it).
Duplicate a Template
If you want to duplicate a template, simply:
Go to the Template details page.
Click on "..." next to the "New request" button.
Click "Duplicate Template."
Your duplicated template will be named “Copy of (name of original template)” and will appear at the top of your templates list.
All Users can duplicate a template providing they have edit rights.
You can duplicate all templates, regardless of their status.
The duplicated template will automatically be a draft, even if the original template is active, so you can edit it as you need.
If you duplicate a template created by someone else, you will be the creator of the duplicate (not the user who created the original template).
If a template belongs to a workspace, the duplicate will only be visible to members of the original workspace. (You can edit the duplicate's workspace if you wish).
Deactivate a Template
If you want to deactivate a template, simply:
Go to the Template details page.
Click on "..." next to the "New request" button.
Click "Decativate Template."
To activate it again, follow the same process and click "Enable Template." It will be accessible to all your users again.
Members can only edit, disable and remove templates they created. Admins and owners can edit and delete all templates (even if they didn't create it).
Remove a Template
If you want to remove a template, simply:
Go to the Template details page.
Click on "..." next to the "New request" button.
Click "Delete Template."
Confirm by clicking "Yes, delete."
Please note that deleting a template is irreversible.