# Create a template

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

1. From the RightSignature dashboard, select **Templates** in the left menu bar, then select **Create Template**.

   ![Send for Signature](https://docs.sharefile.com/en-us/sharefile/assets/cb15c5f37a49a15c8deb4c15de2eab4c/send-sign12.png)

2. Select **Upload A File** to open the document you want to build a template with.

   ![Send for Signature](https://docs.sharefile.com/en-us/sharefile/assets/910290b9a3319865b2439ecec3246fa2/upload-file1.png)

3. If replacing the underlying source file used to create the template, select the red x. Afterwards, select the new source file of the template.

4. After uploading a document, select **Prepare Document** to continue editing.

   ![Prepare document](https://docs.sharefile.com/en-us/sharefile/assets/fb584d86b44763def91df93ea75ceb51/send-sign1.png)

5. First, edit the roles on the template - change the role names, edit the order, or add/delete roles.

6. Select **Next: Place Fields** to create the signer and annotation fields for the template.

   ![Place Fields](https://docs.sharefile.com/en-us/sharefile/assets/1d011fd85749cfda69488fed13eddfa9/send-sign2.png)

7. Once a role is added, create the signer and annotation fields for the template. When finished with edits to the document, click **Next: Review**.

   ![Set up fields for signing](https://docs.sharefile.com/en-us/sharefile/assets/cdf9ba58555386747821aac4aa221bf7/send-sign3.png)

   ![Set up fields for signing](https://docs.sharefile.com/en-us/sharefile/assets/7d390ff7dcde4b031dd378f3f38e0507/send-sign4.png)

8. Select **Create Template**.

   ![Set up fields for signing](https://docs.sharefile.com/en-us/sharefile/assets/33e0ab2ff1a4851e18d852c4209a017c/send-sign5.png)