Public templates
How do I create a public template?
Build a public template by setting up documents and signers, then placing fields.
Creating a public template takes two stages — first the Set up page (documents, signers, and messaging), then the Edit fields editor where you place signature and data fields.
Create the template
- Go to Public templates.
- Click Create in the header. The button shows Creating… while a blank draft is made, then drops you on the Set up page. (On an empty list, the same action is offered as Create public template.)
Set up documents, signers, and messaging
On the Set up page, fill in:
- A name for the template.
- The email subject and email message that recipients receive. (Unlike a normal template, a public template lets you save the subject too.)
- The documents to be signed. Word files are converted to PDF automatically.
- The signer roles. You can prefill a role and lock it so visitors can't change it — leave the roles a visitor should fill in unlocked.
Place the fields
- From the template, open Edit fields to launch the document editor.
- Drag signature and data fields onto the pages and assign each one to a signer role.
- Save your work — changes apply when you save.
A quick reminder of the flow
Use Edit for files, signers, and messaging; use Edit fields to open the document editor and place fields. Then share the public link so visitors can complete the signer details you left editable.
Requires the templates entitlement
Public templates build on the e-signature templates feature. If your plan doesn't include it, you'll see an Upgrade tag. The backend enforces this regardless of what the interface shows.