Upload a PDF document and open it in the template builder to start adding signature and form fields. ## Prerequisites - A DocuSeal account with permission to create templates - A PDF file on your computer ## Steps ### Step 1: Open the new template dialog From the **Document Templates** page, click the **+ Create** button in the top-right corner. You can also drag and drop a PDF directly onto the upload area at the bottom of the page. ![Open the new template dialog](https://docuseal.supportpages.io/rails/active_storage/blobs/proxy/eyJfcmFpbHMiOnsiZGF0YSI6OTM3LCJwdXIiOiJibG9iX2lkIn19--c70b9f10d4f45e6e4e73d1e597b1e03a3d0141c8/step_0.png) ### Step 2: Name the template and create it Enter a name in the **Document Name** field. Optionally change the folder. Click **Create**. ![Name the template and create it](https://docuseal.supportpages.io/rails/active_storage/blobs/proxy/eyJfcmFpbHMiOnsiZGF0YSI6OTM4LCJwdXIiOiJibG9iX2lkIn19--0275a09bd8898c5c98cd433186e0ddac4e84b439/step_1.png) ### Step 3: Upload your PDF in the template builder The template builder opens. Click the **Add Document** button below the document area. Select your PDF file. The pages render in the main panel. ![Upload your PDF in the template builder](https://docuseal.supportpages.io/rails/active_storage/blobs/proxy/eyJfcmFpbHMiOnsiZGF0YSI6OTM5LCJwdXIiOiJibG9iX2lkIn19--0c520243bc020e3eb3fa8c7083597a4698f81b36/step_2.png) ### Step 4: Save your template Click **Save** in the top-right corner. Your template is ready to send for signing. ## Tips - You can upload multiple PDF files into a single template by clicking **Add Document** again. - Drag and drop a PDF directly onto the dashboard to skip the naming dialog — the filename becomes the template name automatically. - If your PDF contains existing form fields, DocuSeal detects them and asks whether to keep or remove them. ## Summary You now have a template built from your PDF. Use the **Send** button to collect signatures, or **Sign Yourself** to fill it out on your own.