Skip to main content
If you send the same kind of document over and over, templates and open links save you time. This page explains both features and when to use each one.

​
What is a template

A template is a saved document setup you can reuse. It stores the file, the field placements, the signing order, and the general structure. Each time you use it, you fill in the new signers and send. Example: You send a consulting agreement to every new client. Set it up once as a template. Next time, click the template, add the new client’s name and email, and send in seconds.
Going down a plan takes nothing away. Templates you already saved stay. You just cannot add more until you are back within the limit.

​
How to create a template

1

Prepare a document

Upload a file, place fields, and set any default recipients or signing order.
2

Save as template

Choose Save as template and give it a clear name, such as “Consulting Agreement.” You can also add a description.
3

Reuse it anytime

From your workspace, start from the template instead of uploading a new file.
The template stores signer names as role labels. For example, “Client” and “Sales rep.” When you start a document from the template, you fill in the real names and emails for each role. An open link turns a one-signer template into a public URL. Anyone with the link can fill and sign without you inviting them first. Example: You need a liability waiver for event attendees. Create a one-signer template, turn it into an open link, and post the link on your website or email it to a group. Each person who opens it gets their own signing session.
Open links are public. Anyone with the link can sign. Do not use open links for confidential agreements or documents with sensitive data.
1

Start with a template

Open links require a saved template. The template can have more than one role, but exactly one role must be left open for the visitor. All other roles need fixed names and emails.
2

Enable open link

In the template settings, turn on the open link option. Suresign generates a public URL from the template name.
3

Set who signs after the visitor

For any other roles on the template, such as a countersigner or approver, enter the fixed names and emails. They only act after the visitor has signed.
4

Share the link

Copy the URL and share it by email, chat, website, or QR code.
5

Track completions

Each completion creates a separate sealed document in your workspace. You can review and download each one.
You can switch an open link off and on again. Only links that are switched on count against your plan limit.

​
Using the agent with templates

You can ask the agent to create a template from a draft or an existing document. For example:
  • “Save this NDA as a template.”
  • “Make an open link from my waiver template.”
The agent will set it up and show you a card to confirm before it saves anything.
The agent can also answer questions about your templates, such as “How many people signed the waiver this month?”

​
Managing templates

From your workspace, you can:
  • Rename a template to keep things organized.
  • Update the file or fields in a template without affecting past sends.
  • Delete a template you no longer need.
  • Duplicate a template to create a variation.

​
Next steps

Sign it yourself

Use a template to quickly sign a document on your own.

Draft with the agent

Let the agent draft a new template from a simple description.