Creating and Using Electronic Signature Templates

You can save a great deal of time with Signority’s electronic signature templates. Whenever you need it, you can easily send pre-prepared documents to your signers with just a few clicks! Here’s a step-by-step guide to creating and using a template.

Creating and Using Electronic Signature Templates

To create a template, click +New and then New Template.
When prompted, click on the Regular Template icon.

Create new electronic signature templates
Creating a template is the same as creating a Document, but there are few things to keep in mind. First, is that you are taken directly to the Editor page, unlike a document, where you start on the Upload page.

Step by step to create electronic signature templates

  1. Begin by using the Add Files button in the middle to upload the document you wish to use for making the Template
  2. Click on Edit in the Recipients section to edit the Roles of your signers. Since this is a template, you will not be specifying the signer’s name and email like you did with a document. That will be added when you use the Template. Instead, create roles so you know whose name and email goes where, such as Client, Supervisor, or CEO. Add a signing order if you want to sequence your signers.

Setting up roles for your template

  1. Once you’ve created the roles for your template, go to the Settings in the top left and edit any email messages or notifications settings you want. This will become the default settings for your template, so whenever you use it, the document will have those settings as well.
  2. Finally, drag and drop Tags from the left and assign the tags to the correct roles by using the drop-down menu after selecting the tag. Continue through the rest of the template document.

Learn to assign tags to signers in your Template

  1. Once you’re done tagging, click on the More option in the top right next to the Use Template button. Select the Save File option to make sure all your changes are saved. When you’re finished, you can close the window or go back to the Dashboard.

Template options and how to use it
You’ve now finished creating the first of many electronic signature templates! For all your commonly used documents, try creating templates to save time!

Using Electronic Signature Templates

There are two ways to use a template you’ve created.

  1. From the Editor page where you were setting up the template. Where you clicked More>Save File, instead click the Use Template button; or
  2. Go to the Templates page from the Dashboard and then click the Use Template button to the right

Use electronic signature templates from template page

  1. After you click on the Use Template button, you’ll be prompted with the following message. Just confirm the creation of a New Document and you will be redirected to the Editor page to prepare for signatures. If you need to combine multiple templates into one document, check the “Use multiple templates” checkbox. To learn more about combining templates, read this article.

  1. Since the template has already set up the document with the tags, the only thing you need to do is click Edit next to the recipients, and then replace the Role names with the signer’s actual name and email.Please make sure that the roles are replaced with the names and emails of the signer to automatically assign the tags to them. If you add new signers (i.e using the Add Recipients or Add Me buttons), make sure to add new tags that are assigned to them.

learning how to change the roles to specified signers
When you’re happy with the document, you can just click  Go to the next step to send your document in the top right to send the document for electronic signatures! And you’re finished!

Further Readings

Track and Monitor Document Status & Workflow
Publishing Template Links for Online Signing
Setting Up Documents with Witness Signers

Send a Document for Signature

Getting signatures online is exactly what Signority is for. In this post, we’ll be going over how to create an electronic signature document so you can begin collecting signatures and closing business deals!
Before you begin, you’ll need two things:

  • A document to send (preferably in PDF format but almost any other file format will work); and
  • The names and emails of the signers for that document

How to Create an Electronic Signature Document

Begin by clicking +New and then New Document to start creating a new document.

  1. The Upload page: if you have a document that has PDF form fields or anchor text, you can select those options first before uploading your document. This will let the system know to upload while searching for those options. However, with or without Upload Options, upload or drag and drop the file you want to use to create electronic signature documents. A message will appear when a document is successfully uploaded and will be listed on the right-hand side. When you’re finished, click Next or Add My Recipients buttons to continue to the next step.
  2. The recipients page: Using  Add signers to collect your electronic signatures for this document , you can add as many signers as you need for a workflow. The Create a sequence for your signers option lets you create a sequence for your signers and further customize the workflow to fit your needs. When you’ve added your signers, personalize the invitation email to your signers by changing the email subject line and body message to suit your needs. When you’re finished, you can also set up some recipient and document settings on the right, such as setting up your automated reminder schedule and capturing page view evidence from your signers. When you’re done, click Next to edit the document to capture the electronic signature and any other information from your signers!
  1. On the Editor page, you will see the document you uploaded, as well as the signers listed on the left. You can change them if there were any mistakes or differences. At the top of the page, you can also customize the document settings. How to edit the document to collect electronic signatures
  2. Finally, once the document settings are finalized, drag and drop the tags from the left onto the screen. Use the drop down menu after selecting a tag to change who the tag is assigned to. You can get an overview of tags and what they do here. The tags will change color to indicate different assigned signers. Also notice that after you change a signer for one tag, the following tags will be assigned to them as well. You can find more information on tag settings and assigning tags here.
See how to add tags and assign them to the right signers


  1. When you’re finished assigning tags to all your signers, review the document and then Next to finish up the design process. When prompted, select the standard electronic signature option.
When you're ready to send, select the eSignature option


  1. When it’s successfully sent, you will be taken to a Congratulations page to confirm that it was sent properly. The system will count this send towards your usage. Notice that regardless of the number of signatures or files in each document sent, Signority will only count it as one.

If you need more information, check out our video below and get a step by step on how to create electronic signature documents from scratch.

Further Reading

Learn how to set up templates
Learn how to set up default reminder schedules and deadlines
Learn how to electronically sign a document for yourself