This article describes a feature available on paid Dropbox Sign plans and for customers on Dropbox Professional + eSign. The number of templates you can have depends on which plan you’re on.
Templates allow you to set up a document once and use it to send multiple signature requests without having to format the document each time.
How to create a new template
To create a new template:
- Sign in to dropbox.com.
- Click Signatures in the left sidebar.
- Click Create template.
- Select the file you’d like to use as a template.
- Click Choose.
- Note: If you don’t have a Dropbox Sign account, accept the terms and conditions and click Agree to continue.
- Enter the Role titles for who needs to sign.
- Click Next.
- Place the signer fields. Learn more about the Dropbox Sign editor.
- Click Next.
- Review all signers’ titles.
- Add a Template name.
- Add an email message template, if you’d like.
- Click Save template.
How to edit a template
To edit a template:
- Sign in to dropbox.com.
- Click Signatures in the left sidebar.
- Click the Templates tab.
- Click “…” (ellipsis) next to the template you’d like to edit.
- Choose Edit.
- Add any signer roles.
- Click Next.
- Place the signer fields. Learn more about using the Dropbox sign editor.
- Click Next.
- Review and add a message for signers, if you’d like.
- Click Save template.
How to delete a template
To delete a template:
- Sign in to dropbox.com.
- Click Signatures in the left sidebar.
- Click the Templates tab.
- Click “…” (ellipsis) next to the template you‘d like to delete.
- Choose Delete.
Note: You can’t recover deleted templates.