What Are Templates on WeSignature?
Templates in WeSignature help you save time when sending the same document for e-signature repeatedly. If you frequently send contracts, agreements, or other standardized documents, templates ensure all required fields—such as signature, date, name, and initials—are pre-placed in the correct spots.
How Do Templates Work?
When creating a template, you’ll:
- Upload your document – Choose the file you want to turn into a reusable template and upload it to the "Template" section in WeSignature.
- Drag and drop signature fields – Place signature, date, initials, and other necessary fields in their proper locations.
- Save the template – Once set up, the template is stored in your WeSignature account.
- Use the template when sending a document – When you are sending out the document that corresponds with the template you built, select your saved template, and WeSignature will automatically apply the pre-mapped fields, so you don’t have to manually add them every time.
Templates are perfect for documents where the layout remains consistent while the signers change.