Place fields in a template
Which fields a template can contain and how assigning them to roles works.
2 min readUpdated
Placing fields in a template works the same way as placing fields in a document you send for signature. Select a role, then drag fields from the "Fields" panel onto the page. Each field takes the colour of the role it is assigned to.
Fields Available in Templates#
Signature, Stamp, Initials, Name, Job title, Company, Date, Text input, Checkbox, Dropdown, Radio button, Image, File, and Email.
Save the Template#
Make sure every role has at least one Signature field, then select "Next". SigningUS saves the template and opens the "Create document" dialog, asking what you want to do with the template you just created. Select "Create document" to start a document from the template immediately, or close the dialog to keep the template for later.
Still stuck? Email support@signingus.com and tell us which page you were on and what you expected to happen.