Overview
Once you've created an electronic signature template, you can manage it at any time — update its details, duplicate it as a starting point for a new template, download its files, rename it, or delete it if you no longer need it.
The Steps
To manage a template, click Files & Agreements > Templates on the main menu.
Find the template you want to manage, then click the 3-dots on it. You'll see the following options:
Edit Template — Update the template's title and description.
Duplicate — Creates a copy of the template, useful as a starting point for a similar template without building it from scratch.
Download Files — Downloads the template's file(s) to your default download location.
Rename — Rename the template without opening the full editor.
Delete — Permanently removes the template.
Important: Deleting a template cannot be undone. This doesn't affect any signature requests you've already sent using this template — only the reusable template itself is removed.
Your template is now updated, duplicated, downloaded, renamed, or deleted, depending on the option you chose.