create-template.md



How to Create a Template?

Creating a template in Doculan eSign allows you to save time by reusing pre-defined document layouts and field placements.
Instead of setting up each eSign from scratch, you can configure your document once and save it as a reusable template.

You can create two kinds of templates in Doculan:

• Myself Template: Visible only to you (for personal or one-time use)
• Team Template: Shared with your organization (for standardized workflows)

Templates store your field mapping, parties, and email configurations ready to reuse anytime.

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Step 1: Open an existing document:

• In the eSign editor page,
• After adding all fields and parties,
• You'll find Save E-Sign Button.

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Step 2: Choose template visibility:

When saving the template, you'll be prompted to choose between:

• Myself for private use
• Team shared with all team members

1. Click Save as Template.
2. A popup window appears:
   • Template Name: Enter a descriptive name (e.g.,“Contract_Template_")
   • Template Type: Select Myself or Team
3. Click Save Template.

Your new template is now saved successfully.

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Step 3: Verify your saved template:

• Return to the Template tab.
• In the dropdown, search for the template name you just created.
• Select it‚ your saved layout should load instantly.
• Confirm that all fields, parties, and configurations are intact.

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You've successfully created a Template in Doculan eSign!

You can now quickly load, edit, and reuse saved templates to speed up your document workflows.

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