How to create a template

Templates allow you to set up a document once and use it to create multiple signature requests without having to format the document each time.

To create a template:

1. Sign in to hellosign.com.
2. Click Templates in the left sidebar.
3. Click Create template in the upper-right corner.
4. Select the document(s) you’d like to add to your template.
   • To add files from your computer, click Upload file and follow the prompts, or drag and drop files where it says Drag and drop files here.
   • To add files from a third-party application, click the icon for the application where your files are located and follow the prompts.
5. Once you’ve added all your files, click Next.
6. Add signer roles. For example, if you’re creating a template for a sales agreement, you may want to add two roles—a “Buyer” and a “Seller”.
7. Click Next.
8. Click and drag the fields you’d like to add from the left sidebar to your document. Learn more about using the Dropbox Sign editor.
   • Note: If there’s information that will vary each time a sender uses a template, you can assign the sender a merge field in the document.
9. Click Preview in the upper left corner to preview your signature request, then click the dropdown above the preview to choose the view you’d like to see.
   • Note: You can only preview on hellosign.com
10. Click Edit to go back.
11. Once you’ve added all your fields, click Next.
12. Add a template title. If you’d like, you can also add CC recipients and default message for signers as well.
13. Click Save template.