---
title: "Create, use, and edit templates in SignDex"
space: "SignDex"
url: "https://docs.crestsolution.com/signdex/create-use-and-edit-templates-in-signdex"
updated: "2026-11-13"
---

Templates are a powerful way to save document configurations for recurring signing processes. By defining documents, participants, roles, and fields once, you can significantly accelerate future signing workflows.

## **Creating a Template**

Templates help you save a document setup so it can be reused for future signing flows.

1. To start, head over to the **Templates** section.
2. Click **Create Template** at top right corner of the page.
3. Upload the document you want to use as a template.
  ![template1](https://signdex.io/wp-content/uploads/2026/05/template1.png)
4. Enter the template details, such as Template Name which is mandatory field, while Category, Folder and Description is optional.
5. Add all necessary participants, such as Employee or Manager. Ensure role names are clear and descriptive.
6. If people need to sign in a specific order, set that up.
7. Drag and drop all the spots for signatures, names, dates, text fields, etc., onto the document.  
![template2](https://signdex.io/wp-content/uploads/2026/05/template2.png)
8. Review the template setup.  
![template3](https://signdex.io/wp-content/uploads/2026/05/template3.png)
9. Click **Save** **Template**.

Your template is now ready to be used for new signing requests.

**Notes**

- Clear role names help participants identify their specific tasks quickly.
- Templates can be reused indefinitely for any number of signing flows.
- Draft templates are saved automatically but must be finalized before use.

## **How to Use a Template to Create an Envelope**

You can use a template to create a new envelope without setting up the document and fields again.

**Steps to Use a Template**

1. Go to **Templates**.
2. Search for the template you want to use.
3. Click the **Preview** icon if you want to review the template first.
  ![Displaying Use template.png](https://chat.google.com/u/0/api/get_attachment_url?url_type=FIFE_URL&content_type=image%2Fpng&attachment_token=AOo0EEV%2BHHBpDSBo16HzRdHOlRR8E%2Bjogdf1kORLgTheAzSKlKgUkF0Tu71QKVeTwz7iKEx%2Fo58jtm2x41v8w7835HD3bmrr1N9G%2BYYhH%2B6M3D8PegXYCJKFwat3JJ7o8B10s%2FL1g%2B0c122gyyE0SWbWHsyifUJj1hb3Py8jHSMO7B408UES4jA6jGnMfN19BS73s5BB6N%2F29y7cH%2F28AAg1e92x3nNA7Q0Kl10H96uj0SQ8CmR4%2BScei6GlEpUhCr7VIxsoQQHPp4dOAcq9eMH8bCMw3U71W%2B1a%2BXKLcTJDcGZoubQb7aFjT%2BHv%2Btoj1RYYdAhO42%2FwHHKnPMTLCSoBrBSu7lxOMF2K0pO8wTVpRVlqhuBYq4tRHCEKnINfIFqg8CfZeGO%2B5C8bRMwB7UYPpmHF5dyEiSjhHefy8G%2FKyhg%2BTu1gJJvtsnWAEcQhfqBpRPCWmPhhDsA5AK9kNTMQYpQi6f2TEA0UPVxiYt0IFBTKOVMR2La%2Bmas6jli5ub0prBYA9A8W68IcuxoNIZP%2Bgn9HaVpWDLCD97810QaukcZftlldVUln9uKtbqXXkoRFVqAiceffSvscHoLxRbDfrs1c29jc%2Fe3dBvlW8oX7LWEGsfAvm8CFHNFye38%2BuAc%3D&allow_caching=true&sz=w2560-h1447-rw&auditContext=prefetch)
4. Click the **Play** icon.
5. Fill in the participant details, such as name and email address.
6. Add a message to the recipients if needed.
7. Review the document, workflow, and assigned fields.
8. Click **Send Document**.

**Notes**

- Make sure the correct template is selected before sending.
- After the envelope is sent, recipients will receive the signing or approval request based on the template workflow.

## **How to Edit a Template**

Templates may be updated to reflect changes in documentation, participant roles, workflows, or required fields.

**Steps to Edit a Template**

1. Navigate to the **Templates** section.
2. Locate the specific template for modification.
3. Access the template and select **Edit**.
4. Modify the template details, document structure, roles, workflow, or fields as required.
5. Review the changes.
6. Click **Save Template** when the updated template is ready to use.
7. The template version will update automatically.

**Notes**

- Published updates result in a new template version.
- Carefully verify all documents, roles, and field configurations prior to publication.