Manage templates

From the templates dashboard you can:

  • display all published and unpublished templates, (depending on your permissions),
  • display template details,
  • search and filter templates,
  • access tempate editor (you can only edit unpublished templates),
  • publish/unpublish a template,
  • delete a template,
  • create a transaction from a template.

For more details about members’ permissions, visit manage members.


Create a template
Use a template
Advanced parameters
Transaction parameters
Getting started
Manage templates
Manage workspace
Master Console
Personal settings
Personal Space
Sign documents