Note: Either the Role field or the Email field is mandatory to define a recipient. Both cannot be left empty at the same time.

1. Use the slider icon to arrange recipients in the desired signing order, or enter each recipient's intended position in the numeric field next to the slider icon.
   

Note: In the recipient's pane, selecting prefill by you allows you to prefill text on the document as the owner before sending it out for signatures.

1. If the signer fields you want to add to the documents are already present in the previously saved template, you can import and reposition them directly on to the document. To do so, go to the actions menu and select Apply field template.
   
   
   
   

You can replace an older document in the template with a newer copy that has the same form fields as the old document.
Click the replace icon to upload the new document to replace the existing copy.

Note: Field swapping only occurs when the number of pages in the new document is equal to or greater than the number of pages in the existing document when replacing a document in a template. If the number of pages in a new document is fewer than the existing document, all saved form fields will be lost and must be re-entered using the document viewer.   

If the new document has fewer pages than the existing document, upload the document, then click Yes, replace file in the replace file dialog box.

View Template
You can view and edit the fields in the template page anytime.

Click View template from the action menu dropdown to open preview of the template page.

Add the required form fields to the template and click Save.

Edit As New

Do you want to alter the existing template without losing its original format?To generate a new template for alteration,simply replicate or clone it.

Click Edit as new from the action menu dropdown to start editing the document. You can edit the document details and recipient details, and add form fields.

Change Ownership

Change the owner of the template by assigning it to some other user in your organization.
Select Change Ownership from the action menu dropdown to open the ownership change dialog box. Enter the email address of the user you want to transfer the ownership to and click Change.

Note: As creation of templates can only be done by organization administrators, transfer of template ownership can also be done only within and by users who are organization administrators.

Delete Template

Delete the template once it is no longer required.
Click Delete from the action menu dropdown to open move to trash dialog box and click Yes.

Note: Deleted templates are sent to the trash folder. They can be restored from trash at any time.

Create SignForm

You can create a self-service digital signature process through a secure URL without any coding by converting a template into SignForm.
Click SignForm from the action menu dropdown to start creating the link. Click here to learn more about the SignForms.

Note: Creation of SignForms using templates can only be done by organization administrators.

Share Template
You can share specific templates with selected users within the organization.
Select Share from the action menu dropdown to open the template sharing pop-up.Select specific users from the list in the Users tab or with the groups in the Teams tab and click Share to finish sharing the templates with them.