Create reusable eSignature templates for frequently sent documents or document packages to streamline your signing process. Templates are easy to create, can be updated at any time, and help you quickly send commonly requested forms with just a few clicks.

To create an eSignature template, navigate to Settings | eSignature Templates

Build templates for the most commonly requested forms so that, when you are ready, you can choose a template and send it away!

To get started, upload the document you would like to use as your template.

You can also add multiple documents to a single eSignature template, making it easier to include everything your signers need in one signing packet. You can add up to 20 documents, with a combined file size limit of 10 MB.

After uploading your initial documents, select the + icon in the document preview to add additional documents.

If you need to update a document in your template or switch to a different document, you can replace the existing document while keeping the fields already added. This lets you update your document without recreating your fields from scratch.

To replace a document, select the three-dot menu within the document preview panel, then select Replace.

A confirmation window will appear, letting you know that it will save any changes to the current document before you upload the new one.

Select Save to confirm, upload your new document, and the existing fields will carry over to the replacement document.

Next, enter a Template Name, optionally provide a Description, and configure the Signing Roles before continuing with the remaining setup.

By default, the first signing role is configured as the Candidate and is associated with the Contact Record in Crelate using the Contact's Primary Email. You can modify the default signer or add additional signers to meet your signing workflow.

To add another signer, select the + icon.

A new signing role will be added with a default name, such as Signer #2, which you can rename to better reflect the signer's role in the process.

After adding the signer, use the available dropdown options to specify how the signer should be designated, whether by selecting a Contact, user, role, or a specific email address.

The following signer options are available:

To add a field to your template, select one of the Suggested Fields displayed at the bottom of the editor, or choose a field type from the options in the upper-right corner, including Text, Checkbox, Signature, and Date.

You can select from the Suggested Field options, which automatically create the appropriate field based on matching criteria in the pre-populated field title.

The Suggested Fields available will include:

You will also have additional field selections available in the top-right corner of the editor for Text, Checkbox, Signature, and Date (left to right).

Text fields allow signers to enter free-form information and can be labeled to clearly indicate what information to provide. They also support Autofill, which lets you automatically populate the field with data from an existing Contact, Opportunity, Company, or Placement record before you send the document for signature.

Note: Text fields automatically adjust to accommodate longer responses, helping maintain the appearance and readability of completed documents. When text exceeds the available space, the font size will shrink as needed, the text will wrap and scroll when additional space is required, and characters and words will remain fully visible instead of being cut off.

You can add Placeholder Text to fields in your template to provide guidance or instructions for signers. This clarifies what information to enter while still allowing the signer to review and complete the field as needed.

Use the Auto-fill option for Text fields to enter information in advance when creating your template. This allows the field to be automatically populated with the specified information when the eSignature request is sent.

When creating a new Text field, enable Auto-fill and select Text as the Auto-fill Source.

After selecting Text as the Auto-fill Source, enter the information you want to pre-fill in the pop-up window.

The specified information will automatically populate the field when you send the eSignature request.

Please note: If you assign a pre-filled field to a signer, the signer can still edit the pre-filled text while completing the eSignature request. If you want to prevent the information from being changed, assign the field to the Sender instead. This allows the sender to control the field's contents while preventing the signer from making edits.

You can also add URL links as hyperlinks within fields in your eSignature template, making it easier for signers to access relevant websites or resources directly from the document.

Please note: Hyperlinks become clickable after all signers have completed the signing process. Hyperlinks cannot be used with fields that are pre-filled using the Auto-fill option.

If you need to add a hyperlink to a pre-filled field, you can instead assign the field to the Sender and add the hyperlink before sending the eSignature request. The link will become clickable once the signing process is complete.

Signers can also access and click the hyperlink when viewing the completed, signed document.

Once you select a field type, you can reposition it by dragging and dropping it anywhere on the document, and resize it by dragging the handles around the field to adjust its height and width.

You can also configure each field by editing its Field Name, Assigned Signing Role, Validation Rule, Autofill settings (for text fields), and whether the field is Required.

Note: After a field has been added to the template, its Field Type cannot be changed. To use a different field type, remove the existing field and add a new field with the desired Field Type.

Within the Email section, you can customize the notification email that accompanies the eSignature request, including the Subject, Message, and CC Recipients.

CC recipients will receive email notifications when the eSignature request is sent, including the candidate's name and the associated signing roles. They will also receive a follow-up notification once all parties have completed the signing process.

For more information about signer and CC recipient notifications, see our Creating and Sending eSignature Requests help guide.

Once you have configured your signing roles, added the appropriate fields, and customized the email notification, select Save to create your eSignature template. The template will then be available to use when creating future eSignature requests.

To send an eSignature request using a template, simply navigate to a Contact Record and select Send eSignature Request.

You can then select the option to Use a Template, where you can use the magnifying glass to select your template. In the selection window, you will see the eSignature templates you created.

With your eSignature templates created, you can now quickly request signatures at the click of a button!