Templates and saved signatures
Reuse documents with signers and fields already placed, and adopt a signature once.
View as MarkdownIn 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.
Save a document as a template
- Open any document and choose Save as template.
- Give it a name and a category (HR, Legal, Business, Finance, Marketing, IT, or Other).
- Choose Save template. The template keeps the document's signer slots and every placed field.
Create a template from scratch
- Open Templates and choose New template.
- Name it, describe it, pick a category, and choose Create template.
- Open its editor to attach a PDF and place fields — or save an existing document into it later.
Use a template
- On the Templates page, choose Use template on any card (the New document page also shows your most recent templates).
- A fresh draft opens with the fields and signer slots already in place.
- 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:
- Open Settings → Signature in Sign.
- Choose Adopt a signature and draw or type it.
- 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.
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