Create a Signature Template

Signature templates let you save a document with signature fields pre-placed so you can send it for signing without setting it up each time. Templates are useful for recurring documents like retainer agreements or fee disclosures.

To create a signature template:

1. Click Signatures in the sidebar.

2. Click the Templates tab.

3. Click + New.

4. Upload the document you want to use as a template.

5. Enter a name for the template.

6. Add signer roles and place signature fields on the document.

7. Click Save Template.

Tip: When you send a document using a template, signer roles are filled in at the time of sending.

Note: Editing a template does not affect signature requests that were already sent using that template.

Related: Send a Document for Signature · Add Signers and Signature Fields · Track Signature Status