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E-SignTemplatesManaging Templates

Managing Templates

Edit, organize, and maintain your e-signature templates.

E-Sign features require a Pro plan or higher.

Template List

View all templates at E-Sign → Templates:

  • Template name
  • Creation date
  • Last modified
  • Usage count

Editing Templates

Open for Editing

  1. Find the template in the list
  2. Click the template name
  3. Or click Edit from the menu

Make Changes

  • Add, remove, or modify fields
  • Update role names
  • Change default settings
  • Replace the document

Save Changes

  1. Click Save
  2. Changes apply to future envelopes
  3. Existing envelopes are not affected

Editing a template does not affect envelopes already created from it.

Duplicating Templates

Create a copy of an existing template:

  1. Find the template
  2. Click Duplicate from the menu
  3. Enter a new name
  4. Template is copied with all fields
  5. Edit the copy as needed

Deleting Templates

Remove templates you no longer need:

  1. Find the template
  2. Click Delete from the menu
  3. Confirm deletion

Deleted templates cannot be recovered. Existing envelopes created from the template are not affected.

Template Versions

Version History

Track changes to templates:

  1. Open the template
  2. Click Version History
  3. View previous versions
  4. Restore if needed

Restore Previous Version

  1. Open version history
  2. Find the version to restore
  3. Click Restore
  4. Confirm restoration

Organizing Templates

Folders

Organize templates into folders:

  1. Click New Folder
  2. Name the folder
  3. Drag templates into folders

Find templates quickly:

  • Search by name
  • Filter by date
  • Filter by folder

Sort

Sort the template list:

  • Name (A-Z, Z-A)
  • Date created
  • Date modified
  • Most used

Template Sharing

Share Within Organization

Make templates available to team members:

  1. Open template settings
  2. Go to Sharing
  3. Choose visibility:
    • Private (only you)
    • Team (your team)
    • Organization (everyone)

Template Permissions

Control who can do what:

  • View: Can use template
  • Edit: Can modify template
  • Admin: Can delete and manage sharing

Template Analytics

View template usage:

  • Number of envelopes created
  • Completion rate
  • Average signing time
  • Common issues

Access at E-Sign → Analytics → Templates.

Next Steps

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