Templates in SimpleSign let you create reusable documents with pre-populated content.
Tip: Instead of rewriting agreements repeatedly, you can build a template once and share it with your team or specific individuals. This streamlines workflows, reduces errors, and boosts efficiency across your organization.
In this Article:
How to create custom templates
Maximize Template Use
- Identify Common Documents
Start by identifying the documents you send most frequently and create templates for them. - Customize and Prepare
Fill in standard information, add fillable fields, and design the template to match your preferred layout and structure. - Assign Access
Share templates with individuals or groups who need to use them. - Maintain and Update
Regularly review and update templates to ensure they remain accurate and aligned with your current processes.
Note: The template view is for editing only—templates cannot be sent from here. In this mode, you can update and approve your templates. To make a template available for signing, ensure the "Published" button is activated.
How to create custom templates
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Access Templates
From your Dashboard, open the menu on the left side and select Templates.
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Create a New Template
In this section, you see an overview of all your existing templates. To create a new one, click on Add Template.
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Choose Template Type
Select whether to create a Template or an E-Form.
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Edit Your Template
You can customize the template in the right panel by adding content, metadata, adjusting settings, and selecting the necessary elements.
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Save Changes
Click the green Save Changes button to ensure all modifications are stored. It is recommended to save regularly throughout the process to prevent data loss.
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Publish Your Template
On the template overview page, switch the status from Draft to Published to finalize the template.