E-Sign Guide

Creating Reusable E-Sign Templates

Set up your documents once with pre-placed fields and signer roles, then reuse the template every time you need to send the same contract or agreement.

What Is a Template?

A template is a saved version of a document that includes the base PDF, pre-placed fields, and signer role definitions. When you create a new signature request from a template, all the fields and positions are already set — you only need to fill in the recipient's name and email.

Templates are ideal for

→Client contracts

→NDAs

→Employment agreements

→Service agreements

→Freelance contracts

→Terms of service

→Rental agreements

→Onboarding documents

Saving a Document as a Template

You can convert any existing document — or create one specifically as a template from the start.

Method 1: Save an Existing Document

Open a document you have previously configured in the E-Sign editor
Click "More Options" (three dots) in the top right
Select "Save as Template"
Give the template a name (e.g., "Standard NDA — 1 signer")
Click "Save"

Method 2: Create a Template Directly

Go to the E-Sign dashboard
Click "Templates" in the left sidebar
Click "New Template"
Upload your document PDF
Add signer roles and place fields as you would for a regular document
Click "Save Template"

When configuring a template, you define roles (e.g., "Client", "Contractor") rather than specific people. Real names and email addresses are filled in each time you send from the template.

Editing Templates

Templates can be edited at any time. Changes to a template do not affect documents that have already been sent — only future signature requests created from the template will use the updated version.

Go to E-Sign → Templates
Find the template you want to edit and click its name
The editor opens with the current template configuration
Make your changes — add/remove fields, move positions, change signer roles
Click "Save Changes"

Version Note

If you need to maintain multiple versions of a template (e.g., an older contract version for existing clients), duplicate the template before making changes and rename the copies clearly.

Using a Template to Send a Document

Once a template is saved, creating and sending a new signature request takes under a minute.

Go to E-Sign → Templates
Find the template and click "Use Template"
Fill in the signer details for each role (name, email address)
Add a custom message to include in the email notification (optional)
Set a signing deadline if required
Click "Send for Signature"
Signers receive an email with a link to complete the document in their browser

Template vs. One-Time Document

Use a template when you send the same document structure to different people more than once. Use a one-time document upload for unique contracts that you will only send to one specific recipient.

Sharing Templates with Your Team

On Business and Enterprise plans, templates can be shared across your team so multiple users can send the same standard documents without each setting them up independently.

Open the template in the Templates list
Click "Share Template"
Set visibility to "Team" (visible to all workspace members) or keep it "Private"
Team members can now find the template in their own Templates list and use it to send documents

Team template sharing requires an E-Sign Business or Enterprise plan. On Starter and Basic plans, templates are private to the account that created them.

Template Tips

✓

Name Templates Clearly

Use descriptive names like "Freelance Contract v2 — 2 signers" so you and your team can identify the right template at a glance.

✓

Test Before Going Live

After creating a template, send a test to yourself to verify that all fields appear correctly from the signer's perspective.

✓

Pre-Fill Static Values

Text fields can have default values set in the template. For example, pre-fill your company name and address so the signer only needs to fill in their details.