How to manage signature request templates
Updated Sep 12, 2023
This article describes a feature available on paid Dropbox Sign plans or Dropbox Essentials, Business, or Business Plus. 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.
Team accounts can share templates. Learn more about the Templates tab for teams.
Note: Signature request templates are only available on dropbox.com.
How to create a new template
To create a new template:
- Log 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:
- Log 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:
- Log 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.
Community answers
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Posted by: Sanjs 194 days ago503871
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Posted by: laurent_leconte 240 days ago271250