📖 Table of Contents

Optimize the time spent creating signature requests by using fully customizable templates.

Step 1: Prepare the Template

With member, administrator, or owner access, you can create templates for your organization. The steps are similar to creating a signature request.

To create a template:

Go to the Signatures section from the left sidebar.
Click on Templates.
Click "New Template" in the top right corner.
Choose the workspace where the template will be available (e.g. All workspaces or a specific workspace).
Import the document(s) you want to use (PDF or DOCX format).
- These documents can be modified later when creating a signature request from the template.
- You can also add attachments if needed.
Add signers by clicking "Add a signer."
Choose the type of signer:
- Recurring signer: This person will sign all signature requests created from this template.
- Placeholder signer: This signer will be defined later when creating a signature request. Give them a role name (e.g. Client, Employee).
Drag and drop the required fields onto your document(s).
- Fields linked to placeholder signers will be automatically assigned when using the template.
(Optional) Add a Read-only Text field:
- Enable Fill this field later and add a description.
- You will be able to complete it when creating a signature request.
Repeat these steps to add multiple signers (up to 100).
Add approvers if needed.
Click Next to proceed to the template settings.

Step 2: Configure the Template

The settings for a template are also similar to the settings for a signature request:

Add a template name to help your team identify it.
Add a description explaining when to use it.
Select the workspace (if not already defined). (Only available on Plus, Pro, and Scale plans)
Add a personalized message for recipients.
Add followers.
Enable or disable the refusal option.
Apply a personalized experience if needed.