Edit a Document Template

Note: Although you can edit templates others have created, exported to a public directory, then you’ve imported into your jSign My Templates repository, this procedure is only for templates you’ve created and stored in your repository.

To edit a jSign template you’ve created:

  1. Click the Templates link in the jSign header—and on the My Templates page, click the ellipsis of the template you want to access, then Edit.

    The Templates > Upload Template page (the 1st of four screens used to create the template) appears.

  2. To:

    • Change the name of the template.

    • Add more documents to the template.

    • Add more signers to the current document[s] or any others you add.

    • Add more fields [i.e., placeholders] to the current document[s] or any others you add.

    …AND then save the template: Follow the same instructions stated in step. 3. of Create a Document Template.

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