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Create a template

Step 1 — Upload the document​

  1. Go to Templates → New template.
  2. Upload the PDF you want to turn into a template. The same upload rules apply as for envelopes: PDF only, maximum 25 MB.
  3. Give the template a name (e.g. Standard NDA, Offer Letter v2). This is the name that appears in your template library and in the send flow.

Step 2 — Define signer roles​

Instead of real people, templates use roles — placeholders you assign fields to.

  1. On the Roles step, click Add role.
  2. Give the role a descriptive name (e.g. Employee, Hiring Manager, Counterparty).
  3. Add as many roles as the document requires. Most templates have one or two.

The order of roles here does not determine signing order — you set that at send time.

Step 3 — Place fields​

The field editor works the same way as for one-off envelopes, with one difference: the signer selector shows your role names instead of real people's names.

  1. Select the role in the palette on the left.
  2. Click a field type and click on the document to place it.
  3. Repeat for every role.

Every role must have at least one Signature field before you can save the template.

Step 4 — Save​

Click Save template. The template is stored to your account immediately and appears in the Templates list.

Editing a template​

You can edit a template's fields and roles at any time from the Templates list. Click the ··· menu on any template and select Edit.

Versioning​

Each time you save edits to a template, Permissio creates a new version. Envelopes sent from the template always use the version that was current at the time of send. You can view version history from the template's ··· menu → Version history.