Convert an existing document into a reusable template to avoid rebuilding fields and structure from scratch. This is ideal when you’ve already set up a document and want to reuse the same layout for future use.
Requirements
Access to an existing document
Permissions to create templates
Instructions
Documents can be converted into templates in two ways:
Option 1: From the Documents list
Navigate to your Documents list.
Locate the document you want to convert.
Under the Actions column, click the dropdown next to View.
Select Create Template.
Visual - Converting document to template (From Documents list)
Option 2: From document setup
Open the document in the Set up document page.
Click the dropdown next to Request Signatures.
Select Convert to template.
Visual - Converting document to template (During Setup)
Complete template setup
Update the Template Name.
Replace signer details with roles where required.
Review and adjust fields and settings.
Click Save Template to finalise.
When to use this method
Use this option when you already have a fully configured document
Ideal for saving time and reusing existing field layouts
Avoids preparing frequently-used documents from scratch
Expected Outcome
The document is converted into a reusable template with all field structures preserved. Any previously entered data is cleared, allowing the template to be reused for new signers.
FAQs
Will field data carry over into the template?
No. All populated field data is cleared, but the field structure and signer allocation remains.
Do I need to reassign fields after converting?
Not always, but it’s recommended to replace specific signers with roles for reuse.
Can I still edit the template after converting?
Yes. Templates can be updated at any time after creation. Click the drop-down next to the template and select Edit.
Contact Support
Should you require any further assistance with this, please contact our Solutions team at [email protected]