With our Templates feature, you can create and save documents with Document Fields already set up on the document, making your signature workflows easier and faster. There is no limit on the number of templates you can create for our Business Plan users, and our Team Plan users can create up to five templates per account to save and reuse templates.


How Do I Create a Template?


  • Select Templates on the left side of your dashboard. You can upload a document for use or select an Original.




  • Add roles (i.e., renter, landlord), set the signing order if needed, and enter an optional message. Select Add Fields in the top right corner.



  • Add document fields and assign them to each role set up during the workflow.




  • Select Save Template in the top right corner to save the template for permanent use.

How Do I Edit a Template?


  • Select Templates on the left side of your dashboard. Select the Three dots next to the template that needs to be edited.


  • Click on Edit, and you will be redirected to the template edit page. 
  • You can Add Another Role or remove, Set or Remove Signing Order, Rename the Template or Update the Email subject.



  • After making the required changes, click on Edit Fields to navigate to the next page. 
  • Here, you can add or remove any annotation fields. Once done, click on Save Changes to save the edited template.





  • You can also save the edited template as a copy without affecting the original copy of the template by clicking on the drop-down next to Save Changes and selecting Save As Copy.

Our users can also Replace the Document of an existing template, which means that the first template's roles and fields will appear in the replaced document and can be easily modified within the new document:

How do I use my saved Templates to start a signature request?


  • Click the template title and select Request Signature.




  • Enter the signer’s name and email in the preset roles. You can also add optional CC recipients or optional messages to signers.



  • You won’t have to assign and document fields; you can review the roles to ensure they are assigned to the correct signers. To send the signature request, select Send in the top right corner.
  • Once the Request Signature workflow has been sent out, it will appear on your dashboard like any other signature request. The Template will be saved for future use in the Templates section on your dashboard to be re-used as needed.



How do I tell my requests apart?


As you send more requests out using your templates, you may quickly find yourself overwhelmed with a list of requests that all have the same name. To help with this, you can rename the template/request right from the Request Signature workflow, giving you an easy way to differentiate between your pending requests.

  • To separate your requests, use the Rename function from the workflow screen to assign them a unique tag or a completely different name if you prefer.