📖 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.
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.
Edit a Template
If you want to edit a template, simply:
Go to the Templates page.
Click on "..." to the right of the template name you want to edit.
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).
Disable a Template
If you want to disable a template, simply:
Go to the Templates page.
Click on "..." to the right of the template name you want to disable.
Click "Disable 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 Templates page.
Click on "..." to the right of the template name you want to delete.
Click "Remove Template."
Confirm by clicking "Yes, remove."
Please note that deleting a template is irreversible.