Templates

Templates#

Templates are the foundation of your signing workflow. They define the document structure, fields, and variables that recipients will interact with.

Uploading a Template#

Navigate to your project and click New Template. Upload a DOCX file — Signr parses the document and displays a visual field mapper.

Field Types#

Signr supports several field types that you can place on your template:

| Field Type | Description | Example | | -------------- | -------------------------- | ------------------ | | Signature | Digital signature capture | Sign here | | Text Input | Free-text field | Full name, address | | Date | Auto-filled or manual date | Signing date | | Checkbox | Boolean toggle | Terms acceptance |

Variables#

Variables are dynamic placeholders that get filled when creating an envelope. Define variables in your template (e.g., {{company_name}}, {{contract_value}}) and they'll be prompted when sending.

Template Versioning#

Templates are versioned automatically. When you update a template, existing envelopes continue using the version they were created with.

Best Practices#

• Keep templates focused — one template per document type
• Use descriptive variable names — {{client_company}} over {{var1}}
• Test before deploying — use the preview mode to verify field placement