What is a template link?

If you have a document that needs to be signed by one signer each time (waiver, NDA, intake form, permission slip, etc), you can use our "Template Link" feature. You'll set up the form as you would with a regular template and then we generate a URL which you can email to those who need to sign the document, or you can paste the link on a website.

When the signer clicks the link and completes the document, a signed copy is emailed to both the signer and the requester (you). If you are on a HelloSign team, all members you have shared template link access with, as well as any team admins, will receive a copy of the signed PDF by default. They may change this default here: Managing your template notifications.

How to create a template link:

1. To create a template link, log into your HelloSign account and click on "Template" in the left side navigation bar.

2. Select "Create a link."

3. Upload the document you want to use and name the signing role for the link. (If there is more than one signer for the document you need to create a template instead).

4. Click the prepare docs for signing button. This will open a preview window you can use to complete the form.

Use the text field to create space for the signer to fill out. You can either drag and drop the button, or simply click the text box option and click wherever you want the text box to go on the document. From there you can drag it around. The same goes for the signature, date, and check box options.

Once you're finished, you can save the document, and give it a title. You'll get a URL you can use to email out to whomever needs it, or post it on your website. Every time a person clicks on the link, he or she will be guided through the document.

If you need to get the link again, click on "Documents" in the left bar and use the 'filter by' drop down menu to search for Templates. Select the template link you want to use. The side bar will pop out to the right, and the link will be listed there for you to copy.

Team access: If you are on a HelloSign team, you can share a template link with other members by going to the template links menu, clicking the down arrow next to the template link you would like to share, clicking on "Team Access" and entering the email address of your team member:

Please note that any team members you have shared access with will receive signed copies of completed PDFs by default. All team admins will also receive signed copies, as they automatically have shared access to template links.

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Are your signers running into an error message when they click on your Template Link? Please see this article.

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