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<title data-rh="true">Create Templates | OpenSign™</title><meta data-rh="true" name="viewport" content="width=device-width,initial-scale=1"><meta data-rh="true" name="twitter:card" content="summary_large_image"><meta data-rh="true" property="og:image" content="https://docs.opensignlabs.com/img/docusaurus-social-card.png"><meta data-rh="true" name="twitter:image" content="https://docs.opensignlabs.com/img/docusaurus-social-card.png"><meta data-rh="true" property="og:url" content="https://docs.opensignlabs.com/docs/help/Templates/create-template"><meta data-rh="true" property="og:locale" content="en"><meta data-rh="true" name="docusaurus_locale" content="en"><meta data-rh="true" name="docsearch:language" content="en"><meta data-rh="true" name="docusaurus_version" content="current"><meta data-rh="true" name="docusaurus_tag" content="docs-default-current"><meta data-rh="true" name="docsearch:version" content="current"><meta data-rh="true" name="docsearch:docusaurus_tag" content="docs-default-current"><meta data-rh="true" property="og:title" content="Create Templates | OpenSign™"><meta data-rh="true" name="description" content="Getting Started"><meta data-rh="true" property="og:description" content="Getting Started"><link data-rh="true" rel="icon" href="/img/favicon.ico"><link data-rh="true" rel="canonical" href="https://docs.opensignlabs.com/docs/help/Templates/create-template"><link data-rh="true" rel="alternate" href="https://docs.opensignlabs.com/docs/help/Templates/create-template" hreflang="en"><link data-rh="true" rel="alternate" href="https://docs.opensignlabs.com/docs/help/Templates/create-template" hreflang="x-default"><link rel="alternate" type="application/rss+xml" href="/blog/rss.xml" title="OpenSign™ RSS Feed">
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href="/docs/help/Templates/create-template">Create Templates</a></li><li class="theme-doc-sidebar-item-link theme-doc-sidebar-item-link-level-2 menu__list-item"><a class="menu__link" tabindex="0" href="/docs/help/Templates/use-template">Use template to create documents</a></li><li class="theme-doc-sidebar-item-link theme-doc-sidebar-item-link-level-2 menu__list-item"><a class="menu__link" tabindex="0" href="/docs/help/Templates/quick-send">Quickly Send the Document for Signature Using Template</a></li><li class="theme-doc-sidebar-item-link theme-doc-sidebar-item-link-level-2 menu__list-item"><a class="menu__link" tabindex="0" href="/docs/help/Templates/publicTemplate">Setting up an OpenSign template for public signing</a></li><li class="theme-doc-sidebar-item-link theme-doc-sidebar-item-link-level-2 menu__list-item"><a class="menu__link" tabindex="0" href="/docs/help/Templates/embed-template">Embedding OpenSign templates</a></li></ul></li><li class="theme-doc-sidebar-item-category 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breadcrumbsContainer_Z_bl" aria-label="Breadcrumbs"><ul class="breadcrumbs" itemscope="" itemtype="https://schema.org/BreadcrumbList"><li class="breadcrumbs__item"><a aria-label="Home page" class="breadcrumbs__link" href="/"><svg viewBox="0 0 24 24" class="breadcrumbHomeIcon_YNFT"><path d="M10 19v-5h4v5c0 .55.45 1 1 1h3c.55 0 1-.45 1-1v-7h1.7c.46 0 .68-.57.33-.87L12.67 3.6c-.38-.34-.96-.34-1.34 0l-8.36 7.53c-.34.3-.13.87.33.87H5v7c0 .55.45 1 1 1h3c.55 0 1-.45 1-1z" fill="currentColor"></path></svg></a></li><li itemscope="" itemprop="itemListElement" itemtype="https://schema.org/ListItem" class="breadcrumbs__item"><a class="breadcrumbs__link" itemprop="item" href="/docs/category/templates"><span itemprop="name">Templates</span></a><meta itemprop="position" content="1"></li><li itemscope="" itemprop="itemListElement" itemtype="https://schema.org/ListItem" class="breadcrumbs__item breadcrumbs__item--active"><span class="breadcrumbs__link" itemprop="name">Create Templates</span><meta itemprop="position" content="2"></li></ul></nav><div class="tocCollapsible_ETCw theme-doc-toc-mobile tocMobile_ITEo"><button type="button" class="clean-btn tocCollapsibleButton_TO0P">On this page</button></div><div class="theme-doc-markdown markdown"><header><h1>Create Templates</h1></header><div class="row"><div class="col col--12 markdown"><h2 class="anchor anchorWithStickyNavbar_LWe7" id="getting-started">Getting Started<a href="#getting-started" class="hash-link" aria-label="Direct link to Getting Started" title="Direct link to Getting Started"></a></h2>
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<p>Creating a template in OpenSign is straightforward and can significantly enhance your document workflow. Follow these steps to create a custom template:</p>
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<h1>How to Create a Template in OpenSign™</h1>
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<h2 class="anchor anchorWithStickyNavbar_LWe7" id="step-1">Step 1:<a href="#step-1" class="hash-link" aria-label="Direct link to Step 1:" title="Direct link to Step 1:"></a></h2>
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<h3 class="anchor anchorWithStickyNavbar_LWe7" id="begin-new-template-creation">Begin New Template Creation<a href="#begin-new-template-creation" class="hash-link" aria-label="Direct link to Begin New Template Creation" title="Direct link to Begin New Template Creation"></a></h3>
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<ul>
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<li><strong>Navigate to New template form</strong>: On the left sidebar, click on "Templates" to expand the menu. and Click on the "Create template" option.</li>
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</ul>
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<img width="828" alt="Create Template" src="https://github.com/user-attachments/assets/1cb7610f-c144-4774-85c2-ed7d70e0a73c">
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<h3 class="anchor anchorWithStickyNavbar_LWe7" id="uploading-your-document">Uploading Your Document<a href="#uploading-your-document" class="hash-link" aria-label="Direct link to Uploading Your Document" title="Direct link to Uploading Your Document"></a></h3>
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<ul>
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<li><strong>[1] Choose File</strong>: Once the "New template" page opens, click here to select and upload the document file from your computer that needs to be signed. Supported formats include PDF, PNG, JPG, JPEG, and DOCX.</li>
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<li><strong>[2] Choose File from Dropbox</strong>: Click the dropbox icon to select the document file from your dropbox account.</li>
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</ul>
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<h3 class="anchor anchorWithStickyNavbar_LWe7" id="entering-template-details">Entering Template Details<a href="#entering-template-details" class="hash-link" aria-label="Direct link to Entering Template Details" title="Direct link to Entering Template Details"></a></h3>
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<ul>
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<li><strong>[3] Title</strong> <em>(Required)</em>: Provide a title for your template. For example, "Demo Custom Template."</li>
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<li><strong>[4] Description</strong>: Optionally add a description to give context or instructions regarding the template.</li>
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<li><strong>[5] Note</strong>: Optionally add a note to give context or instructions regarding the document.</li>
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</ul>
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<h3 class="anchor anchorWithStickyNavbar_LWe7" id="set-the-sending-order">Set the sending order<a href="#set-the-sending-order" class="hash-link" aria-label="Direct link to Set the sending order" title="Direct link to Set the sending order"></a></h3>
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<ul>
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<li><strong>[6] Send in Order</strong>
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<ul>
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<li><strong>If you choose:</strong></li>
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<li><strong>Yes</strong>: Selecting this option will send the signing request to the first signer initially. Once the first signer completes their part, the next signer in the sequence will receive the request. This process continues until all signers have signed the document. This method ensures that the document is signed in a specific order.</li>
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<li><strong>No</strong>: Selecting this option will send the signing links to all signers simultaneously. Every signer can sign the document at their convenience, regardless of whether other signers have completed their signatures. This method is faster but does not enforce any signing order among the participants.
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Select the option that best suits the needs of your document processing.</li>
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</ul>
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</li>
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</ul>
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<h3 class="anchor anchorWithStickyNavbar_LWe7" id="auto-reminder-feature-only-available-for-the-subscribed-user">Auto reminder (feature only available for the subscribed user)<a href="#auto-reminder-feature-only-available-for-the-subscribed-user" class="hash-link" aria-label="Direct link to Auto reminder (feature only available for the subscribed user)" title="Direct link to Auto reminder (feature only available for the subscribed user)"></a></h3>
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<ul>
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<li><strong>[7]</strong> Once you enable the auto reminder, a text field will appear allowing you to set the reminder for a specific number of days.</li>
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<li><strong>Remind once in every (Days)</strong>: Here, you can set the number of days for the reminder.</li>
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</ul>
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<h3 class="anchor anchorWithStickyNavbar_LWe7" id="security-setting">Security Setting<a href="#security-setting" class="hash-link" aria-label="Direct link to Security Setting" title="Direct link to Security Setting"></a></h3>
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<ul>
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<li>
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<p><strong>[8] Enable OTP Verification</strong> :
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If set to "Yes," the signer will be required to complete email OTP verification before viewing and signing the document. If "Enable OTP Verification" is set to "No," the signer will not be prompted for OTP verification during the signing process.</p>
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</li>
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<li>
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<p><strong>[9] Enable tour</strong>:
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If set to "Yes," the signer will see the tour guide while signing the document. If your signer is familiar with OpenSign and you prefer not to display the tour guide, you can select "No," and the tour guide will not be shown to your signers.</p>
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</li>
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</ul>
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<h3 class="anchor anchorWithStickyNavbar_LWe7" id="proceed-to-template-creation-panel">Proceed to Template Creation Panel<a href="#proceed-to-template-creation-panel" class="hash-link" aria-label="Direct link to Proceed to Template Creation Panel" title="Direct link to Proceed to Template Creation Panel"></a></h3>
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<ul>
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<li><strong>Next</strong>: Click the "Next" button to proceed to the next stage of template creation, where you can add widgets and finalize the template.</li>
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<li><strong>Cancel</strong>: If you need to start over or make changes, click Cancel button to clear the form.</li>
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</ul>
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<h2 class="anchor anchorWithStickyNavbar_LWe7" id="step-2">Step 2:<a href="#step-2" class="hash-link" aria-label="Direct link to Step 2:" title="Direct link to Step 2:"></a></h2>
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<h3 class="anchor anchorWithStickyNavbar_LWe7" id="template-creation">Template creation<a href="#template-creation" class="hash-link" aria-label="Direct link to Template creation" title="Direct link to Template creation"></a></h3>
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<img width="828" alt="Create Template" src="https://github.com/user-attachments/assets/986a0068-e711-4367-91b6-349dc1db8c43">
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<ul>
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<li>
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<p><strong>[1] Define Roles</strong>:</p>
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<ul>
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<li><strong>Add Roles</strong>: In the roles section on the right, click "+ Add role" to specify the roles involved in the document, such as Candidate, HR, and Manager.</li>
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</ul>
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</li>
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<li>
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<p><strong>[2] Assign Widgets to Roles</strong>: Click on each role to highlight it, then drag and drop the widget to assign it to that role.</p>
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<ul>
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<li><strong>[1] Assign signature widget</strong>: Select the Role from the right side panel, click on the signature widget, and position it where the signature is required. You can place multiple signature widgets for each Role, as required.</li>
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</ul>
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<p>After placing the Signature widget, you will see the options on the widget such as:</p>
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<ul>
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<li><strong>Add Signer/Change Signer</strong>: Clicking the first icon on the signature widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer.</li>
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<li><strong>Copy Signature</strong>: Clicking on this option reveals the following choices.<!-- -->
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<ul>
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<li>All pages: It will copy the signature widget to all pages.</li>
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<li>All pages but last: It will copy the signature widget to all pages except the last page.</li>
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<li>All pages but first: It will copy the signature widget to all pages except the first page.</li>
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</ul>
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</li>
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<li><strong>[2] Add other widgets</strong>: Depending on your needs, you can include additional widgets such as:</li>
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<li><strong>Stamp</strong>: After placing the Stamp widget, you will see the options on the widget such as:<!-- -->
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<ul>
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<li>Setting icon: By clicking on the option, you can specify whether this widget is mandatory or optional during the document signing.</li>
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<li>Add Signer/Change Signer: Clicking the second option on the stamp widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer.</li>
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<li>Copy Stamp: Clicking on this option reveals the following choices.<!-- -->
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<ul>
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<li>All pages : It will copy the stamp widget to all pages.</li>
|
||
<li>All pages but last: It will copy the stamp widget to all pages except the last page.</li>
|
||
<li>All pages but first: It will copy the stamp widget to all pages except the first page.</li>
|
||
</ul>
|
||
</li>
|
||
</ul>
|
||
</li>
|
||
<li><strong>Initials</strong>: After placing the Initials widget, you will see the options on the widget such as:</li>
|
||
<li>Setting icon: By clicking on the option, you can specify whether this widget is mandatory or optional during the document signing.</li>
|
||
<li>Add Signer/Change Signer: Clicking the first icon on the Initials widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer.</li>
|
||
<li>Copy Initials: Clicking on this option reveals the following choices.<!-- -->
|
||
<ul>
|
||
<li>All pages : It will copy the stamp widget to all pages.</li>
|
||
<li>All pages but last: It will copy the stamp widget to all pages except the last page.</li>
|
||
<li>All pages but first: It will copy the stamp widget to all pages except the first page.</li>
|
||
</ul>
|
||
</li>
|
||
</ul>
|
||
</li>
|
||
<li>
|
||
<p><strong>Name</strong>: After placing the name widget, you will see the options on the widget such as:</p>
|
||
<ul>
|
||
<li>Setting icon: By clicking on the option, you can set the color and font.</li>
|
||
<li>Add Signer/Change Signer: Clicking the first icon on the Name widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer.</li>
|
||
<li>Copy : Clicking on this you can duplicate the name widget.</li>
|
||
</ul>
|
||
</li>
|
||
<li>
|
||
<p><strong>Job title</strong>: After placing the job title widget, you will see the options on the widget such as:</p>
|
||
<ul>
|
||
<li>Setting icon: By clicking on the option, you can set the color and font.</li>
|
||
<li>Add Signer/Change Signer: Clicking the first icon on the Job title widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer.</li>
|
||
<li>Copy : Clicking on this you can duplicate the job title widget.</li>
|
||
</ul>
|
||
</li>
|
||
<li>
|
||
<p><strong>Company</strong>: After placing the company widget, you will see the options on the widget such as:</p>
|
||
<ul>
|
||
<li>Setting icon: By clicking on the option, you can set the color and font.</li>
|
||
<li>Add Signer/Change Signer: Clicking the first icon on the Company widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer.</li>
|
||
<li>Copy : Clicking on this you can duplicate the Company widget.</li>
|
||
</ul>
|
||
</li>
|
||
<li>
|
||
<p><strong>Date</strong>: After placing the date widget, you will see the options on the widget such as:</p>
|
||
<ul>
|
||
<li>Setting icon: By clicking on the option, you can choose from various date formats.</li>
|
||
<li>Add Signer/Change Signer: Clicking the first icon on the Date widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer.</li>
|
||
<li>Copy : Clicking on this you can duplicate the date widget.</li>
|
||
</ul>
|
||
</li>
|
||
<li>
|
||
<p><strong>Text</strong>: After placing the Text widget, you will see the options on the widget such as:</p>
|
||
<ul>
|
||
<li>Setting icon: By clicking on the option, you can set the color and font.</li>
|
||
<li>Copy : Clicking on this you can duplicate the Text widget.</li>
|
||
</ul>
|
||
</li>
|
||
<li>
|
||
<p><strong>Text Input</strong>: After placing the Text Input widget, you will see the options on the widget such as:</p>
|
||
<ul>
|
||
<li>Setting icon: By clicking on the option, you can set the color and font.</li>
|
||
<li>Add Signer/Change Signer: Clicking the first icon on the Text Input widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer.</li>
|
||
<li>Copy : Clicking on this you can duplicate the Text Input widget.</li>
|
||
</ul>
|
||
</li>
|
||
<li>
|
||
<p><strong>Checkbox</strong>: Once you drop the checkbox widget, a popup will open where you can set the checkbox name and options. Additionally, there are a few options available such as setting the minimum and maximum checks, making the checkbox read-only, and hiding the label.</p>
|
||
<ul>
|
||
<li>Add Signer/Change Signer: Clicking the first icon on the CheckBox widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer.</li>
|
||
<li>Copy : Clicking on this you can duplicate the image widget.</li>
|
||
</ul>
|
||
</li>
|
||
<li>
|
||
<p><strong>Dropdown</strong>: Once you drop the dropdown widget, a popup will open where you can set the dropdown name and options. Additionally, there are a few options available such as setting a default value and marking the dropdown as required or optional.</p>
|
||
<ul>
|
||
<li>Add Signer/Change Signer: Clicking the first icon on the Dropdown widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer.</li>
|
||
<li>Copy : Clicking on this you can duplicate the image widget.</li>
|
||
</ul>
|
||
</li>
|
||
<li>
|
||
<p><strong>Radio button</strong>: Once you drop the radio button widget, a popup will open where you can set the radio button name and options. Additionally, there are a few options available such as setting a default value, making the radio button read-only, and hiding the label.</p>
|
||
<ul>
|
||
<li>Add Signer/Change Signer: Clicking the first icon on the Radio button widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer.</li>
|
||
<li>Copy : Clicking on this you can duplicate the image widget.</li>
|
||
</ul>
|
||
</li>
|
||
<li>
|
||
<p><strong>Image</strong>: After placing the Image widget, you will see the options on the widget such as:</p>
|
||
<ul>
|
||
<li>Setting icon: By clicking on the option, you can specify whether this widget is mandatory or optional during the document signing.</li>
|
||
<li>Add Signer/Change Signer: Clicking the first icon on the Image widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer.</li>
|
||
<li>Copy : Clicking on this you can duplicate the image widget.</li>
|
||
</ul>
|
||
</li>
|
||
<li>
|
||
<p><strong>Email</strong>: After placing the email widget, you will see the options on the widget such as:</p>
|
||
<ul>
|
||
<li>Setting icon: By clicking on the option, you can set the color and font.</li>
|
||
<li>Add Signer/Change Signer: Clicking the first icon on the Email widget allows you to change the signer. You can choose from existing signers in the dropdown or add a new signer.</li>
|
||
<li>Copy : Clicking on this you can duplicate the email widget.</li>
|
||
</ul>
|
||
</li>
|
||
</ul>
|
||
<h3 class="anchor anchorWithStickyNavbar_LWe7" id="save-template">Save Template<a href="#save-template" class="hash-link" aria-label="Direct link to Save Template" title="Direct link to Save Template"></a></h3>
|
||
<p><strong>Next button</strong>: Once you’ve organized your widgets and set their properties, simply click the “Next” button to save your template.</p>
|
||
<p>After doing so, a “Create document” popup will appear, prompting you with the question: “Do you want to create a document using the template you just created?” You’ll have the option to choose either “Yes” or “No.”</p>
|
||
<p><strong>If you select "Yes"</strong>: It will create a document using the template you just created.</p>
|
||
<p><strong>If you select "No"</strong>: You will be redirected to the Manage templates form.</p>
|
||
<h2 class="anchor anchorWithStickyNavbar_LWe7" id="step-3">Step 3:<a href="#step-3" class="hash-link" aria-label="Direct link to Step 3:" title="Direct link to Step 3:"></a></h2>
|
||
<h3 class="anchor anchorWithStickyNavbar_LWe7" id="viewing-and-managing-templates">Viewing and Managing Templates<a href="#viewing-and-managing-templates" class="hash-link" aria-label="Direct link to Viewing and Managing Templates" title="Direct link to Viewing and Managing Templates"></a></h3>
|
||
<img width="828" alt="Manage Template" src="https://github.com/user-attachments/assets/06b80221-5c42-451c-af03-44cc12e6aa2d">
|
||
<p>On the Manage templates page you will see a list of templates you have created or have access to. The list includes details such as the template title, file, owner, signers, and whether the template is public.</p>
|
||
<p><strong>Download Template</strong>: If you need to download the template file, click on the "Download" link under the "File" column next to the respective template.</p>
|
||
<p><strong>View Signers</strong>: This will display the roles or the list of signers along with their assigned roles, if assigned during template creation.</p>
|
||
<p><strong>Public/Private Toggle</strong>: You can set your template to public or private by toggling the switch under the "Public" column. Public templates can be accessed by anyone via the public URL, allowing them to open and sign the document after registering.</p>
|
||
<p><strong>Use Template</strong>: To use a template, click the "+ USE" button next to the desired template. This will open the template, enabling you to create a document for a signature request. Simply assign the signers and send it for signatures.</p>
|
||
<p><strong>Quick Send</strong>: For faster processing, the Quick Send feature allows you to swiftly create and send a document to a signer using the selected template.</p>
|
||
<p><strong>Edit</strong>: The "Edit" feature is crucial for keeping your document templates up-to-date and relevant. Whether you need to make minor tweaks or major changes, OpenSign's editing capabilities are user-friendly and efficient.
|
||
Click on the three dots next to the template you want to edit.
|
||
Select "Edit." Make the necessary changes and save them.</p>
|
||
<p><strong>Share With Team</strong>: Collaboration is essential for any successful team, and OpenSign simplifies sharing document templates with your team. Here's how you can utilize the "Share With Team" feature:
|
||
Click on the three dots next to the template you want to share.
|
||
Select "Share With Team."</p>
|
||
<p><strong>Embed</strong>: The "Embed" option provides you with a code to embed the template into a website or other platforms, allowing users to interact with it directly from the external site.
|
||
Click "Embed" to generate the code that can be copied and pasted into your desired web location. We currently support React, HTML/JavaScript and Angular-based websites.</p>
|
||
<img width="828" alt="Embed" src="https://github.com/user-attachments/assets/05dcaf5d-07b0-4069-bcd5-83e2daf71e29">
|
||
<p><strong>Copy template id</strong>: This action copies the unique ID associated with the template, which is useful for embedding or sharing with public users when your template is set to public.</p>
|
||
<p><strong>Copy public URL</strong>: This generates a public link for the template, allowing external users to access it without logging into OpenSign.
|
||
Click "Copy Public URL" to generate the link, then share it as needed.</p>
|
||
<p><strong>Delete</strong>: Sometimes, it's necessary to clean up your templates to keep your workspace organized. The "Delete" feature allows you to remove outdated or unnecessary templates with ease.
|
||
Click on the three dots next to the template you want to delete.
|
||
Select "Delete." Confirm the deletion.</p>
|
||
<h2 class="anchor anchorWithStickyNavbar_LWe7" id="additional-information">Additional Information<a href="#additional-information" class="hash-link" aria-label="Direct link to Additional Information" title="Direct link to Additional Information"></a></h2>
|
||
<ul>
|
||
<li>The fields with an asterisk (*) are mandatory.</li>
|
||
<li>Make sure your document is in PDF, PNG, JPG, JPEG, or DOCX format.</li>
|
||
<li>You can access your signed documents in the folder you've selected by visiting OpenSign™ Drive anytime. You can also access the documents from reports section.</li>
|
||
</ul>
|
||
<p>If you require more help, feel free to reach out to our customer support on <a href="mailto:support@opensignlabs.com" target="_blank" rel="noopener noreferrer">support@opensignlabs.com</a>.</p>
|
||
<p>Happy signing with OpenSign™!</p></div></div></div><div class="row"><div class="col col--12"><footer class="theme-doc-footer docusaurus-mt-lg"><div class="row margin-top--sm theme-doc-footer-edit-meta-row"><div class="col"><a href="https://github.com/opensignlabs/opensign/tree/feat-docs/docs/docs/help/Templates/create-template.md" target="_blank" rel="noopener noreferrer" class="theme-edit-this-page"><svg fill="currentColor" height="20" width="20" viewBox="0 0 40 40" class="iconEdit_Z9Sw" aria-hidden="true"><g><path d="m34.5 11.7l-3 3.1-6.3-6.3 3.1-3q0.5-0.5 1.2-0.5t1.1 0.5l3.9 3.9q0.5 0.4 0.5 1.1t-0.5 1.2z m-29.5 17.1l18.4-18.5 6.3 6.3-18.4 18.4h-6.3v-6.2z"></path></g></svg>Edit this page</a></div><div class="col lastUpdated_JAkA"></div></div></footer></div></div></article><div class="row"><div class="col col--12"><nav class="pagination-nav docusaurus-mt-lg" aria-label="Docs pages"><a class="pagination-nav__link pagination-nav__link--prev" href="/docs/category/templates"><div class="pagination-nav__sublabel">Previous</div><div class="pagination-nav__label">Templates</div></a><a class="pagination-nav__link pagination-nav__link--next" href="/docs/help/Templates/use-template"><div class="pagination-nav__sublabel">Next</div><div class="pagination-nav__label">Use template to create documents</div></a></nav></div></div></div></div><div class="col col--3"><div class="tableOfContents_bqdL thin-scrollbar theme-doc-toc-desktop"><ul class="table-of-contents table-of-contents__left-border"><li><a href="#getting-started" class="table-of-contents__link toc-highlight">Getting Started</a></li><li><a href="#step-1" class="table-of-contents__link toc-highlight">Step 1:</a><ul><li><a href="#begin-new-template-creation" class="table-of-contents__link toc-highlight">Begin New Template Creation</a></li><li><a href="#uploading-your-document" class="table-of-contents__link toc-highlight">Uploading Your Document</a></li><li><a href="#entering-template-details" class="table-of-contents__link toc-highlight">Entering Template Details</a></li><li><a href="#set-the-sending-order" class="table-of-contents__link toc-highlight">Set the sending order</a></li><li><a href="#auto-reminder-feature-only-available-for-the-subscribed-user" class="table-of-contents__link toc-highlight">Auto reminder (feature only available for the subscribed user)</a></li><li><a href="#security-setting" class="table-of-contents__link toc-highlight">Security Setting</a></li><li><a href="#proceed-to-template-creation-panel" class="table-of-contents__link toc-highlight">Proceed to Template Creation Panel</a></li></ul></li><li><a href="#step-2" class="table-of-contents__link toc-highlight">Step 2:</a><ul><li><a href="#template-creation" class="table-of-contents__link toc-highlight">Template creation</a></li><li><a href="#save-template" class="table-of-contents__link toc-highlight">Save Template</a></li></ul></li><li><a href="#step-3" class="table-of-contents__link toc-highlight">Step 3:</a><ul><li><a href="#viewing-and-managing-templates" class="table-of-contents__link toc-highlight">Viewing and Managing Templates</a></li></ul></li><li><a href="#additional-information" class="table-of-contents__link toc-highlight">Additional Information</a></li></ul></div></div></div></div></main></div></div></div><footer class="footer footer--dark"><div class="container container-fluid"><div class="row footer__links"><div class="col footer__col"><div class="footer__title">Docs</div><ul class="footer__items clean-list"><li class="footer__item"><a class="footer__link-item" href="/docs/help/intro">Help</a></li><li class="footer__item"><a class="footer__link-item" href="/docs/API-docs/opensign-api-v-1">APIs</a></li><li class="footer__item"><a class="footer__link-item" href="/docs/contribute/intro">Contribute</a></li><li class="footer__item"><a class="footer__link-item" href="/docs/self-host/intro">Self-host</a></li></ul></div><div class="col footer__col"><div 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class="footer__link-item">Official Website<svg width="13.5" height="13.5" aria-hidden="true" viewBox="0 0 24 24" class="iconExternalLink_nPIU"><path fill="currentColor" d="M21 13v10h-21v-19h12v2h-10v15h17v-8h2zm3-12h-10.988l4.035 4-6.977 7.07 2.828 2.828 6.977-7.07 4.125 4.172v-11z"></path></svg></a></li><li class="footer__item"><a href="https://github.com/opensignlabs/opensign" target="_blank" rel="noopener noreferrer" class="footer__link-item">GitHub<svg width="13.5" height="13.5" aria-hidden="true" viewBox="0 0 24 24" class="iconExternalLink_nPIU"><path fill="currentColor" d="M21 13v10h-21v-19h12v2h-10v15h17v-8h2zm3-12h-10.988l4.035 4-6.977 7.07 2.828 2.828 6.977-7.07 4.125 4.172v-11z"></path></svg></a></li></ul></div></div><div class="footer__bottom text--center"><div class="footer__copyright">Copyright © 2025 OpenSign™. <br>The best Open Source DocuSign alternative.</div></div></div></footer></div>
|
||
</body>
|
||
</html> |