How to Create a Template or Template Link

Templates in Xodo Sign let you reuse the same document structure without re-uploading files or reconfiguring settings each time. There are two types to choose from.

Template vs. Template Link

• Template — A reusable document you send to specific signers each time. You choose the recipients every time you use it.
• Template Link — A shareable public link that lets anyone sign the document on their own without you needing to initiate each send. Supports 1 signer only.

How to create a Template

1. In the left navigation, click Templates.
2. Click New Template in the top-right corner.
3. Make sure Template is selected at the top (default).
4. Upload your file — click Choose Files or drag and drop. You can also import from cloud storage (Dropbox, Box, OneDrive, Google Drive).
5. In the Roles section, add roles for your signers (e.g., "Client", "Manager"). Each role represents a signer position.
6. Optionally, set a Document Title and Message.
7. Under Template Settings, configure access and field options as needed.
8. Click Prepare to open the Document Editor and place fields for each role, or click Save Draft to return later.

How to create a Template Link

1. Follow steps 1–2 above.
2. At the top of the New Template page, click Template Link.
3. Upload your file, configure roles and settings.
4. Click Prepare to place fields, then save.

Once saved, the unique Template Link URL is available from your Templates dashboard.

Managing your Templates

All templates appear in your Templates dashboard, labeled as either a Template or Template Link. From there you can use, edit, archive, delete templates, and run bulk sends using the Bulk Jobs button.