Templates
Create reusable envelope templates with predefined recipients and form fields.
Overview
Templates let you define a reusable envelope layout with recipient roles, form fields, and workflow settings. When you use a template, a new envelope is created with everything pre-configured -- you only need to assign real recipients.
Creating a Template
- Go to Templates and click New Template
- Upload a PDF file as the base document
- Define recipient roles (e.g. "Client", "Witness") with their signature methods
- Place form fields on the document and assign them to roles
- Save the template
Using a Template
- Select a template from the list
- Click Use Template
- Map each template role to an actual recipient (name + email)
- Optionally override workflow settings
- The envelope is created in Draft status, ready to review and send
Template Statuses
| Status | Description |
|---|---|
| Active | Available for use |
| Archived | Hidden from the default list |
Managing Templates
- Edit -- modify fields, recipients, and settings on existing templates
- Duplicate -- create a copy of a template with a new name
- Archive / Delete -- remove templates you no longer need