How to manage signature request templates

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.

How to create a new template 

To create a new template:

1. Log in to dropbox.com.
2. Click Signatures in the left sidebar.
3. Click Create template. 
4. Select the file you’d like to use as a template. 
5. Click Choose. 
   • Note: If you don’t have a Dropbox Sign account, accept the terms and conditions and click Agree to continue. 
6. Enter the Role titles for who needs to sign.
7. Click Next. 
8. Place the signer fields. Learn more about the Dropbox Sign editor.
9. Click Next. 
10. Review all signers’ titles.
11. Add a Template name. 
12. Add an email message template, if you’d like.
13. Click Save template. 

How to edit a template  

To edit a template:

1. Log in to dropbox.com.
2. Click Signatures in the left sidebar.
3. Click the Templates tab. 
4. Click “…” (ellipsis) next to the template you’d like to edit. 
5. Choose Edit.  
6. Add any signer roles. 
7. Click Next. 
8. Place the signer fields. Learn more about using the Dropbox sign editor.
9. Click Next. 
10. Review and add a message for signers, if you’d like.
11. Click Save template. 

How to delete a template

To delete a template:

1. Log in to dropbox.com.
2. Click Signatures in the left sidebar.
3. Click the Templates tab. 
4. Click “…” (ellipsis) next to the template you‘d like to delete. 
5. Choose Delete. 

Note: You can’t recover deleted templates.