How do I add documents, signer roles, and a default message?
Use the Set up page to upload documents, define signer roles, and write the default email message for a template.
Every template has a Set up page — a wizard where you add the documents, define who will sign, and write the default email message. Once set up, you place the fields on the Edit fields page.
The template detail page explains it this way — "Upload documents, add signers and default email messaging on the Set up page, then place signature and data fields on the Edit fields page."
Open the Set up page
- Open the Templates page and click a template to open its detail view, or use the template's row menu.
- Click Set up (on the detail page) or Edit (from the row menu) to open the setup wizard.
Fill in the setup wizard
- Title — give the template a clear name so you and your teammates recognise it later.
- Email message — write the default message recipients will see when an envelope from this template is sent.
- Documents — upload one or more files. Word documents are converted to PDF automatically.
- Signers / roles — add the signer roles this template needs, such as "Client" or "Approver". You are defining roles here, not real people — the actual names and emails are filled in when you start an envelope from the template.
- Save your changes.
Next, place your signature and data fields. See Add fields to a template.
A normal template's setup has no email subject field — only the email message. (Public templates, which are exposed via a public link, do save an email subject; that is a separate feature.)