Can I label my Papersign document as a template?

Yes! With Papersign, you can tag a document for re-use as a “template” to make it easy to find and prevent it from being sent out accidentally!

Check out our Papersign Templates Guide for a complete step-by-step on how to send documents at scale.

To tag a document as a Template from the editor:

1. Open up a draft of the document you’d like to turn into a template. You can either start a new document or make a copy of an existing one.

2. Click the three dots at the top right corner and click “Make Template”

3. When you go back to the draft, you should see a “Template” label next to the document title. This label will also be visible on the Papersign Dashboard.

To tag a document as a Template from the Dashboard:

1. Navigate the document that you'd like to turn into a template.
2. Click the three dots to the right of the doc, and click "Make Template." Alternatively, you could also "Copy as template" to turn the new, duplicated document into a template.
3. The document will be marked with a Template tag.

How does a Papersign Template differ from the usual Papersign document?

When labeled as a template, the document can't be sent directly. Instead, a copy is sent, and the template stays a draft, allowing you to edit and re-use it anytime.

They can be stored in any space or folder, but can also be found in the dedicated Templates Space.

Learn more about how to set up Papersign Templates in our in-depth guide.