The Templates page lets you create and manage reusable document templates. Instead of uploading documents and configuring recipients from scratch each time, templates let you define the structure once and use it repeatedly to create envelopes faster and more consistently.
Templates can optionally be organized into folders. Folders are useful for grouping templates by department, document type, or area of focus — for example a Sales folder for contract templates or an HR folder for onboarding documents.
The folder list appears on the left side of the page and includes:
Folders can be renamed or deleted. Deleting a folder does not delete the templates inside it — they move back to All Templates.
Clicking the Filters button opens a filter panel where you can build multi-condition filters to narrow down the template list. Each condition consists of three parts:
| Part | Description |
|---|---|
| Column | The field to filter by — select from the available template columns such as Template Name, Template Roles, Documents, Date, or Folder. |
| Operator | The condition to apply to the selected column, for example Contains. |
| Value | The text or value to match against. Type directly into the field to filter. |
Multiple conditions can be added using the Add Filter button. All conditions are combined with AND logic, meaning only templates that match every condition are shown. Each condition can be removed individually using the remove button on its right.
Once your conditions are set, click Apply Filter to apply them to the grid. To reset all conditions at once, click Clear All.
Above the grid, two buttons let you switch how templates are displayed:
The main grid lists all templates in the selected folder. Each row represents one template and displays the following columns:
| Column | Description |
|---|---|
| Template Name | The name of the template. Clicking on the name opens the Template Preview. |
| Template Roles | The predefined recipient roles defined in the template, such as Customer or Approver. |
| Documents | The name of the document(s) attached to the template. |
| Date | The date the template was created. |
| Folder | The folder the template belongs to, if any. |
Each template row has an action button on the right side. Clicking it opens a menu with the following options:
| Action | Description |
|---|---|
| Edit Template | Opens the template in the editor so you can modify its documents, recipient roles, or signature fields. |
| Clone Template | Creates a copy of the template with the same documents, roles, and settings. |
| Move to... | Moves the template to a different folder. |
| Delete | Permanently deletes the template. This action cannot be undone. |
Templates can be sorted by clicking the sortable column headers directly in the grid. Clicking a column header sorts the grid by that column in ascending order. Clicking it again reverses the sort to descending. The active sort column is indicated by an arrow in the column header.
The same sorting options are also available through the sort menu icon next to the Filters button.
At the bottom of the grid, the page indicator shows the current range of results (e.g. 1–1 from 1). Use the navigation arrows to move between pages. You can also control how many templates are shown per page using the Items per page field, which defaults to 25.
To create a new template, click the New Template button at the top of the page. This opens the template creation flow where you can add documents, define recipient roles, and configure signature fields.
For a full walkthrough of creating a template, see New template.