Creating & Using Templates

Templates are ideal for repetitive signature request workflows that involve standardized documents—like sales contracts, purchase orders, or employee time-off requests. Choosing to create a template will save any form or eSignature fields applied to that document, enabling you send it out to a new contact for completion without spending time re-adding the signature fields. Templates can be created directly from a document in Nitro Sign, or as part of a signature request workflow.

Templates help streamline the signature process by letting you create and reuse documents as many times as you like.

To access Nitro Sign:

Go to https://cloud.gonitro.com and log in with your email and password.

Creating a template:

1. From the Nitro Sign dashboard, select My Templates and click Create Template from the top right of the screen.

2. Upload a document to Nitro Sign from your local machine, or from one of the supported cloud storage providers.

3. Once the document is open, the first recipient is automatically added to the signers panel and labeled Recipient 1. Drag and drop the signature fields where you would like Recipient 1 to provide the specified information.

Note: You can rename each recipient with a more descriptive name, like HR Manager or Customer, if desired.

4. If you would like to add additional signers to the template, click Add Role in the Signers Panel and drag and drop the desired signature fields.

5. If you would like to set a signing order (Recipient 1 must sign before Recipient 2), check the box for Set Signing Order and arrange the recipients in the desired signing order.

6. You can rename the template before saving it by clicking the edit icon next to the document name at the top of the screen. Rename the document and click Enter.

7. Click Save Template to create a reusable template.

Using a template:

1. Open the template you would like to use from My Templates or Team Templates.

2. Click Use Template under the Home ribbon.

3. Click the edit icon next to Recipient 1, add the recipient’s name and email address, and click Save.

4. Complete the Signature Request workflow, as normal.

Additional resources:

Want to know more?
Click on the video below to watch a short demo showing how to create and use Templates.
For more information, go to the Nitro Sign User Guide.

Nitro Sign User Guide