Manage Shared Templates Efficiently with SignNow

With airSlate SignNow, you don’t have to send documents to your teammates every time something needs signing. Generate a template once and then put it in your team’s shared folder.

Start by creating a template

Go to the Templates folder and click the Upload Templates button.

Once the file is uploaded, open it in the editor and add signature fields. Select Signature Field from the toolbar on the left and then click anywhere on the document to place the field. You can also add other types of fillable fields to the document.

Once you finish editing the template, click Save and Close.

Move the template to the shared folder

Now that your template is ready, share it with your team. Click More next to the template’s name and then select Move from the dropdown.

In the new dialog box, select the shared folder that you want your template imported to and click the Move button.

Manage your shared templates with ease

Go to the folder with your shared templates. Click More next to the template’s name to view further management options:

• Generate an unlimited number of copies from any template
• Send documents for signing to one or multiple recipients
• Create a signing link for any document
• Delete, unshare, rename, or move templates to other folders

Please note that only template owners can edit shared templates.