Creating a new template is done through a 3-step wizard. Each step must be completed before proceeding to the next. Once all steps are done, the fields editor opens so you can place signature fields on your documents before completing the template.
To start, click New Template on the Manage Templates page.
Set up the template information and upload the documents to be used.
| Field | Description |
|---|---|
| Template Name | A name for the template. This is how it will appear in the templates grid. |
| Add to folder | Optionally assign the template to an existing folder to keep it organized. Folders can be created from the Manage Templates page. |
Upload the documents to attach to this template. You can add documents from three sources:
| Source | Description |
|---|---|
| Device | Upload a file from your computer by browsing or dragging and dropping it into the upload area. |
| URL | Import a document directly from a web URL. |
| Cloud | Import a document from a connected cloud storage provider. |
Supported file formats are
.doc, and.docx. The maximum file size per document is20 MB.
Multiple documents can be added to a single template. Uploaded files are listed below the upload area and can be removed individually or cleared all at once.
Define the recipient roles for this template. Unlike envelope recipients, template recipients use a Template Role — a label such as Signer 1 or Customer — instead of a specific person's details. Actual names and email addresses are filled in when the template is used to create an envelope.
| Field | Description |
|---|---|
| Template Role | A descriptive label for this recipient slot, for example Signer 1 or Customer. This is the role name that appears when using the template. |
| Name | Optional. A default name for this recipient slot, pre-filled when the template is used. |
| Role | What this recipient needs to do — for example Needs to Sign. Defaults to Needs to Sign. |
| Optional. A default email address for this recipient slot, pre-filled when the template is used. | |
| Multi-factor authentication | Optional. When enabled, recipients filling this role must complete an additional verification step before accessing the document. |
| Mandatory | Whether this recipient's signature is required for the envelope to be completed. |
Additional options available on this step:
Configure the default message, expiration, and reminders for envelopes created from this template. All settings can be overridden when sending.
| Field | Description |
|---|---|
| Subject | The default subject line of the email sent to recipients. |
| Edit message | An optional default message body to provide context or instructions to recipients. |
| Notify me when recipients open the envelope | Toggle to receive an email notification when a recipient opens an envelope created from this template. |
| Notify me when signers sign the envelope | Toggle to receive an email notification when a recipient signs. |
| Field | Description |
|---|---|
| Expires in (days) | Number of days from sending before the envelope expires. Defaults to 30. |
| Send alert (days before) | Number of days before expiration to send you an alert. Defaults to 1. |
| Field | Description |
|---|---|
| First Reminder | |
| First reminder (days) | Number of days after sending before the first reminder is sent to recipients who have not yet signed. Defaults to 3. |
| Repeating Reminder | |
| Repeating reminder (days) | Number of days between each follow-up reminder. Defaults to 3. |
After completing all three steps and clicking Continue, the fields editor opens automatically. Here you place signature fields, text fields, date fields, and other inputs on your documents to define exactly where each recipient role needs to interact.
For a full walkthrough of placing fields, see Fields editor.