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E-SignTemplatesCreate Templates

Create Templates

Create reusable e-signature templates from your PDF documents.

E-Sign features require a Pro plan or higher.

Creating a Template

Upload Document

  1. Go to E-Sign → Templates
  2. Click Create Template
  3. Upload a PDF document
  4. Enter a template name

Define Roles

Roles are placeholders for signers:

  1. Click Add Role
  2. Enter role name (e.g., “Client”, “Contractor”)
  3. Add additional roles as needed
  4. Assign colors to distinguish roles

Place Fields

Add fields where signers will input information:

  1. Select a role from the sidebar
  2. Choose a field type
  3. Click on the document to place the field
  4. Resize and position as needed

Save Template

  1. Review all field placements
  2. Click Save Template
  3. Template is now available for use

Template Settings

Name and Description

  • Name: Identifies the template
  • Description: Optional notes about usage

Default Settings

  • Signing order: Sequential or parallel
  • Reminder frequency: Auto-remind signers
  • Expiration: Days until envelope expires

Best Practices

Clear Field Labels

Use descriptive tooltips for each field so signers know what to enter.

Logical Tab Order

Arrange fields in the order signers should complete them.

Consistent Sizing

Use consistent field sizes for a professional appearance.

Test Before Using

Create a test envelope to verify the signing experience.

Importing Templates

From Existing Document

  1. Open a document with form fields
  2. Click Convert to E-Sign Template
  3. Map form fields to e-sign fields
  4. Save as template

From Another Template

  1. Open an existing template
  2. Click Duplicate
  3. Modify as needed
  4. Save with new name

Tips

  • Group related fields together
  • Use required fields for essential information
  • Add instructions in field tooltips
  • Consider mobile signers (larger tap targets)

Next Steps

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