Manage Templates

From the Manage Templates screen, for the template you want to delete, click the corresponding trash can icon . The template is removed from the system.

Note: You can only edit signing templates. To edit a reference or requested template, you must delete the template and create a new template in its place.  

1. To edit a signing template's events, from the Manager Templates screen, click the corresponding Events icon . The Events window appears.
   
    
   
   If any events have already been applied to the template, they are listed.
   To delete an event, click the event's corresponding trash can icon . 
   To add additional events, click the Add New Event button.  
2. To edit a signing template's signing elements, from the Manage Templates screen, click the corresponding gear icon . The Edit Template screen appears.
   
   
   
   The Edit Template screen is similar to the Set Up Template and Set Up Document screens used during the Set Up Template and Send Document processes. It contains seven additional options: Edit Roles, Edit Tags, Edit Index Data, Edit Sharing Data, Replace Form, Edit Signature Elements, and Access Template Link.
3.  To edit roles associated with the template, click the Edit Roles icon . A new window appears with options to add, delete, and edit template roles. The template name, notification name, notification email, and redirect URL can also be changed from this window. 
   
   
4. To edit tags associated with the template, click the Tags icon . A new window appears with options to apply or remove existing template tags.
   
   
5. To edit index data associated with the template, click the Edit Index Data icon . A new window appears with options to add, remove, or modify index data. 
   
   
6. To edit sharing data associated with the template, click the Edit Sharing Data icon . A new window appears with options to add or remove users/groups with which the template is shared. 
   
   
7. To replace the document (i.e. "form") being used for the template, click the Replace Form icon . A file explorer opens to select a new document for the template.
   
   
8. To simultaneously edit all elements associated with the template from a single table, click the ellipsis . A new window appears displaying a table that contains every signing element currently on the template.
   
   
   
   Each row in the table contains information for an individual signing element. Using the table, you can set an element's location, type, name, value, required/optional status, checked/unchecked value (if applicable), and view status. You can also use it to align multiple signing elements at one time. 
9. To view the URL at which you template can be accessed online, in the top-right corner of the screen, click the Link button. A new window appears displaying the URL. For more information on how this link can be used to create a self-service form, click here. 
   
   

Note: You can only clone signing template. Reference and requested document templates cannot be cloned.

1. From the Manage Templates screen, for the template you want to clone, click the corresponding clone icon . A new window appears requesting that you select a document to use for the template clone. 
   
   
2. Click Browse. Using the file explorer that appears, find the document you want to use for the template clone and select it. A new window appears. 
   
    
3. In the new window, enter a name for the template.
4. Click Save. The template is added to the list of templates on the Manage Templates screen.
   
   

 Once template ownership has been transferred, the template will appear in the new owner's template search results.

1. From the Manage Templates screen, find the template for which you want to transfer ownership. 
   
   
2. From the Owner drop-down list, select a new template owner. 
   
   
3. In the confirmation box that appears, click Yes. Ownership of the template is transferred to the selected user.