Manage Templates

Xodo Sign gives you full control over your templates. You can view, edit, duplicate, archive, and delete templates from your Templates library.

View All Templates

1. Log in to your Xodo Sign account.
2. Click Templates in the left navigation menu.
3. You'll see a list of all templates in your account.

Edit a Template

1. Hover over the template you want to edit.
2. Click the Edit icon (pencil).
3. Make changes to the template fields, signers, or settings.
4. Click Save.

Duplicate a Template

To create a copy of an existing template:

1. Hover over the template.
2. Click the More options menu (⋮).
3. Select Duplicate.

Archive or Delete a Template

To remove a template from active use:

• Archive — Hides the template without deleting it permanently.
• Delete — Permanently removes the template. This action cannot be undone.

Access these options from the More options menu (⋮) on any template.

Related Articles

• Create a Template
• Use a Template
• Template Settings