Templates
Templates let teams prepare reusable signing layouts from source PDFs.
Current Flow
- Open the Templates area.
- Give the template a name.
- Upload a real PDF.
- Jump directly into Prepare.
- Place fields.
- Save the template from Prepare.
What Is Persisted
- template name
- description/category
- source PDF reference
- prepared fields
- signer configuration metadata
Why This Matters
The product no longer forces teams into a vague “come back later” template flow. A template can start from the actual file and move directly into field placement.
Current Gaps
- stronger “send from template” first-class flow
- template analytics/usage history
- richer template gallery and categorization