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Route: /templates Save a document layout so the next request starts with the same pages and fields.

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Create a template

  1. Open Templates or choose Open templates on upload.
  2. Upload one or more PDF or Word files (same plan limits as a regular envelope: files, pages, and size; no open password).
  3. Place fields and assign them to signer roles.
  4. Save a name.
When you start a request from a template, Signyd may require a minimum number of signers so every role is filled.

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Use a template

On /documents/new, select Open templates, pick a layout, then add real recipients and send as usual.