Create a template
Ferdinand avatar
Written by Ferdinand
Updated over a week ago

📖 Table of Contents

Optimize the time spent on creating signature request by creating fully customizable signature request templates.

Step 1: Prepare the Template


With 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.

  • Add carbon copy recipients (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:

  • Finish by clicking on "Enable the Template" at the top.

The template will then be available in the list of templates for your entire organization. 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 plan, you can have up to 1000 templates (all statuses combined).

  • On the Pro plan, you can have up to 1000 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:

  1. Go to the Templates page.

  2. Click on "..." to the right of the template name you want to edit.

  3. Click "Edit Template."

  4. Make all your modifications.

  5. Click "Exit and Update."

Disable a Template

If you want to disable a template, simply:

  1. Go to the Templates page.

  2. Click on "..." to the right of the template name you want to disable.

  3. Click "Disable Template."

    • Members of your organization can no longer use it.

  4. To activate it again, follow the same process and click "Enable Template." It will be accessible to all your users again.

Remove a Template

If you want to remove a template, simply:

  1. Go to the Templates page.

  2. Click on "..." to the right of the template name you want to delete.

  3. Click "Remove Template."

  4. Confirm by clicking "Yes, remove."

Please note that deleting a template is irreversible.


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