Edit a template

You can permanently update a template that you created or that you have permission to manage.

1. From the RightSignature dashboard, select Templates.

2. Under Reusable Templates, select the template that you want to edit.

   

3. Select Details, then select Edit.

   

4. To replace the source file, select the red X next to the current file, then select the replacement file.

5. Select Prepare Document.

   

6. Edit the template roles. You can rename roles, change their order, or add and remove roles. When you finish, select Next: Place Fields.

   

7. Add, change, or remove fields using the document overlay options. When you finish, select Next: Review.

8. Update the template name, message, tags, expiration, and carbon copies.

9. Select Update Template to save your changes permanently.