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 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 your changes to fields, signers, or settings.
4. Click Save.

Duplicate a template

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

Archive or delete a template

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

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