Templates

Create reusable document templates for e-signatures.

E-Sign features require a Pro plan or higher.

Upload documents and add fields

Create Templates

Position and configure fields

Field Placement

Available field types

Edit, duplicate, and delete

Manage Templates

What Are Templates?

Templates are reusable document configurations:

Upload once, use multiple times
Pre-configured signature fields
Defined signer roles
Consistent signing experience

Template Benefits

Efficiency: No need to recreate fields each time
Consistency: Same field placement every time
Speed: Quick envelope creation
Accuracy: Reduce errors with preset fields

Template Components

Document

The PDF file that will be signed.

Roles

Placeholders for signers (e.g., “Client”, “Contractor”, “Witness”).

Fields

Input areas assigned to roles:

Signature fields
Text fields
Date fields
Checkbox fields
Initials fields

Last updated on February 25, 2026

Overview Create Templates