Building Templates

Creating and editing document templates: uploading PDFs, adding and configuring field types (signature, text, date, checkbox, etc.), setting up conditional fields, dynamic documents, organising templates into folders, and sharing templates.

5 articles

How to organize templates into folders

Group templates into folders and subfolders to keep your template library organized and easy to navigate.

7 steps Building Templates

How to create a dynamic document with variable text sections

Use dynamic documents to include or exclude entire sections of content based on variable values filled in when sending a document for signing.

7 steps Building Templates

How to add and position signature fields on your PDF

Place signature fields on your PDF template using the drag-and-drop builder, then adjust their size and position.

6 steps Building Templates

How to use conditional fields to show or hide content based on responses

Configure conditional fields so certain fields only appear when a signer gives a specific answer to an earlier field.

4 steps Building Templates

How to set up multiple signers and assign fields to each role

Add multiple signer roles to a template and assign specific fields to each role so every signer only sees their own fields.

8 steps Building Templates