Edit a template's settings
Change the title, note, signing options, or replace the file used as the template.
3 min readUpdated
Open a template with "Edit", then select the settings (gear) option in the editor to open "Edit template". You can change any of the settings that were available when you created the template.
| Setting | Notes |
|---|---|
| File | Replaces the PDF the template is based on. See the rule below. |
| Title, Note, Description | Changes the text shown to you and to recipients. |
| Send in order | Yes sends the document to one signer at a time in role order; No sends it to everyone at once. |
| Enable tour | Determines whether signers see the guided tour. |
| Notify on signatures | Determines whether you receive an email each time someone signs. |
| Bcc, Cc | Specifies contacts who receive an email when a document is completed. |
| Redirect Url | Specifies where signers are redirected after finishing. It must start with http:// or https://. |
| Time to complete | Sets the number of days before a document created from the template expires. |
Select "Submit" to save your changes. If you close the dialog with unsaved changes, SigningUS asks whether you want to discard them.
Replacing the File#
You can replace the source document with a new version, such as one with a corrected typo, without placing the fields again. The replacement must be a PDF with the same number of pages, and each page must have the same dimensions as the original. This ensures that the existing fields remain in the correct positions. A file that does not meet these requirements is rejected.
Still stuck? Email support@signingus.com and tell us which page you were on and what you expected to happen.