Use Templates to simplify your integration

Templates are pre-configured blueprints that allow you to streamline the creation of Signature Requests. Instead of rebuilding complex Signature Request via API every single time you need it, Templates let you define the structure once in the Yousign Application and trigger them programmatically with minimal code.

A Template contains all the static elements of your Signature Request. It is at least composed of:

• Documents: The files to be signed. You can also include non-signable Attachments for context.
• Participants:
  • Recurring Signers: Fixed individuals (e.g., your HR Director) who sign every request.
  • Placeholder Signers: Generic roles (e.g., "The Employee") that are dynamically replaced by real people via API when the Signature Request is sent.
  • Approvers & Followers: People who review the document to sign or track the process.
• Fields: Pre-positioned signature fields, inputs, checkboxes, etc.
• Settings: Pre-configured signature levels (Simple, Advanced), automated reminders, expiration rules, and custom email notifications, etc.

Learn how to use Templates

To move forward, check out our two dedicated guides:

• Manage Templates: Learn how to build, configure, and duplicate your Templates using the Yousign Application.
• Use Templates via API: Learn the technical details of creating and sending Signature Requests from your Templates programmatically.