Modify Existing Templates

Click on Existing and locate the template you want to edit; if the template is not in view, click on the left and right arrows to advance to the next or previous page to locate the desired template.

You can click on any column header such as template name or owner to sort by ascending or descending order to find the template you want to use

You can delete the template, or modify the following:

• the Template Name

• the Language

• the Email Design Set: if modifying this, it is good practice to afterward select "Edit Workflow" to ensure that all emails are still mapped appropriately

• the Accessibility, or who may use the template

• the Locked status, which is relevant for when the template is used to manually launch a document from the Documents tab

Rather than deleting a template, you may also set the "Archive" flag, which makes the template unavailable to be selected through our user interface, or via the ListTemplates API method.

If the template is not a workflow only template, you may click Edit JotBlocks to enter template design mode.

You may edit the advanced options that were initially set on template creation.

You must click "Show Advanced Options" to see the template's ID to be used with DocumentNOW methods.

Export

Click on Export to convert your template to an export file with the extension .adt (AssureSign Document Template) to share your template with other users or accounts. The template will remain in place in your account, and a copy of it may be imported elsewhere using the import tool.