RightSignature

Create a template

January 8, 2026

Contributed by:

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Use the following set of instructions to create templates in RightSignature.

From the RightSignature dashboard, select Templates in the left menu bar, then select Create Template.
Select Upload A File to open the document you want to build a template with.
If replacing the underlying source file used to create the template, select the red x. Afterwards, select the new source file of the template.
After uploading a document, select Prepare Document to continue editing.
First, edit the roles on the template - change the role names, edit the order, or add/delete roles.
Select Next: Place Fields to create the signer and annotation fields for the template.
Once a role is added, create the signer and annotation fields for the template. When finished with edits to the document, click Next: Review.
Select Create Template.

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Create a template

January 8, 2026

Contributed by:

P P

January 8, 2026

Contributed by:

P P

Create a template

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