# Templates and saved signatures

Reuse documents with signers and fields already placed, and adopt a signature once.

Canonical: https://easerix.com/docs/sign/templates

<Answer>
In Easerix Sign, save any document as a template to reuse its signer slots and
field layout, or build one from scratch on the Templates page. Using a template creates a fresh
draft — the template itself never changes. Separately, adopt a saved signature
in Settings once and reuse it whenever you sign in person.
</Answer>

## Save a document as a template

1. Open any document and choose **Save as template**.
2. Give it a name and a category (HR, Legal, Business, Finance, Marketing, IT, or Other).
3. Choose **Save template**. The template keeps the document's signer slots and every placed field.

## Create a template from scratch

1. Open **Templates** and choose **New template**.
2. Name it, describe it, pick a category, and choose **Create template**.
3. Open its editor to attach a PDF and place fields — or save an existing document into it later.

## Use a template

1. On the **Templates** page, choose **Use template** on any card (the **New document** page also shows your most recent templates).
2. A fresh draft opens with the fields and signer slots already in place.
3. Template signer slots arrive without email addresses — add each person's email in the **Recipients** panel, then send as usual.

Some built-in templates carry editable content and offer **Review & customize** instead — fill in the blanks and Sign renders the customized PDF into your draft.

## Manage your templates

| Action | Where |
|---|---|
| Edit the layout | The edit icon on your template's card — opens the field editor |
| Delete | The delete icon on your template's card |
| See how often it's used | Each card shows signer count, field count, and a usage counter |

Built-in public templates can be used but not edited or deleted.

## Saved signatures

Adopt a signature once and Sign reuses it whenever you sign in person on your documents:

1. Open **Settings → Signature** in Sign.
2. Choose **Adopt a signature** and draw or type it.
3. It now appears as a **Saved** tab in the signature pad. Use **Replace signature** or **Remove** any time.

People signing through a public link can also tick **Save this signature for next time** — theirs is kept in their own browser, not on your account.

## Frequently asked questions

### Does sending a document created from a template change the template?

No. Using a template always creates an independent draft; the template's layout, signer slots, and usage counter are all that live on the template itself.

### Can I share templates with my team?

Templates you create appear in your own library, and the built-in library is available to everyone. There's no team-template sharing control in the app today.