---
title: How to create a document template
description: "Steps to save a reusable document template\n\nCreating a document template saves time for frequently used documents. Here’s how to set up a template in Signit:"
---

![company logo](https://help.signit.sa/hs-fs/hubfs/Z4MUO5azA13OIOuCoUMMd6HAfwCwhCLypw.png?height=120&name=Z4MUO5azA13OIOuCoUMMd6HAfwCwhCLypw.png) 

[Signit Help Center](https://help.signit.sa/en/migrated)

- [Go to signit.sa](https://signit.sa)
- [Create New Ticket +](https://help.signit.sa/en/migrated/kb-tickets/new)
- [Go to Customer Portal](https://25733111.hs-sites-eu1.com/tickets-view)

- [العربية - مصر](https://help.signit.sa/ar-eg/migrated)

 Using templates

- [Getting started](https://help.signit.sa/en/migrated/getting-started) 
    - [Introduction](https://help.signit.sa/en/migrated/getting-started#introduction)
    - [Account setup](https://help.signit.sa/en/migrated/getting-started#account-setup)
    - [User roles and permissions](https://help.signit.sa/en/migrated/getting-started#user-roles-and-permissions)
    - [Support and help](https://help.signit.sa/en/migrated/getting-started#support-and-help)
- [Account and security](https://help.signit.sa/en/migrated/account-and-security) 
    - [User profile management](https://help.signit.sa/en/migrated/account-and-security#user-profile-management)
    - [Account security](https://help.signit.sa/en/migrated/account-and-security#account-security)
    - [Language settings](https://help.signit.sa/en/migrated/account-and-security#language-settings)
    - [Managing users and permissions](https://help.signit.sa/en/migrated/account-and-security#managing-users-and-permissions)
- [Document preparation and workflows](https://help.signit.sa/en/migrated/document-preparation-and-workflows) 
    - [Preparing signature requests](https://help.signit.sa/en/migrated/document-preparation-and-workflows#preparing-signature-requests)
    - [Adding participants](https://help.signit.sa/en/migrated/document-preparation-and-workflows#adding-participants)
    - [Customizing document fields](https://help.signit.sa/en/migrated/document-preparation-and-workflows#customizing-document-fields)
    - [Workflow customization](https://help.signit.sa/en/migrated/document-preparation-and-workflows#workflow-customization)
- [Sending documents and managing signature requests](https://help.signit.sa/en/migrated/sending-documents-and-managing-signature-requests) 
    - [Sending a signature request](https://help.signit.sa/en/migrated/sending-documents-and-managing-signature-requests#sending-a-signature-request)
    - [Using templates](https://help.signit.sa/en/migrated/sending-documents-and-managing-signature-requests#using-templates)
    - [Bulk sending](https://help.signit.sa/en/migrated/sending-documents-and-managing-signature-requests#bulk-sending)
- [Document tracking and management](https://help.signit.sa/en/migrated/document-tracking-and-management) 
    - [Document tracking](https://help.signit.sa/en/migrated/document-tracking-and-management#document-tracking)
    - [Managing active documents](https://help.signit.sa/en/migrated/document-tracking-and-management#managing-active-documents)
    - [Downloading and printing documents](https://help.signit.sa/en/migrated/document-tracking-and-management#downloading-and-printing-documents)
    - [Document sharing and collaboration](https://help.signit.sa/en/migrated/document-tracking-and-management#document-sharing-and-collaboration)
- [Reports and insights](https://help.signit.sa/en/migrated/reports-and-insights) 
    - [Dashboard overview](https://help.signit.sa/en/migrated/reports-and-insights#dashboard-overview)
    - [Document reports](https://help.signit.sa/en/migrated/reports-and-insights#document-reports)
    - [User activity reports](https://help.signit.sa/en/migrated/reports-and-insights#user-activity-reports)
- [Integrations and API](https://help.signit.sa/en/migrated/integrations-and-api) 
    - [API overview](https://help.signit.sa/en/migrated/integrations-and-api#api-overview)
    - [API usage and examples](https://help.signit.sa/en/migrated/integrations-and-api#api-usage-and-examples)
    - [Integrations with third-party platforms](https://help.signit.sa/en/migrated/integrations-and-api#integrations-with-third-party-platforms)
- [Advanced features](https://help.signit.sa/en/migrated/advanced-features) 
    - [Custom branding](https://help.signit.sa/en/migrated/advanced-features#custom-branding)
    - [Signature and stamp customization](https://help.signit.sa/en/migrated/advanced-features#signature-and-stamp-customization)
    - [Automation and advanced workflows](https://help.signit.sa/en/migrated/advanced-features#automation-and-advanced-workflows)
- [Troubleshooting and common issues](https://help.signit.sa/en/migrated/troubleshooting-and-common-issues) 
    - [Login issues](https://help.signit.sa/en/migrated/troubleshooting-and-common-issues#login-issues)
    - [Document issues](https://help.signit.sa/en/migrated/troubleshooting-and-common-issues#document-issues)
    - [API troubleshooting](https://help.signit.sa/en/migrated/troubleshooting-and-common-issues#api-troubleshooting)
    - [System errors and performance](https://help.signit.sa/en/migrated/troubleshooting-and-common-issues#system-errors-and-performance)
- [Frequently asked questions (FAQs)](https://help.signit.sa/en/migrated/frequently-asked-questions-faqs) 
    - [General (FAQs)](https://help.signit.sa/en/migrated/frequently-asked-questions-faqs#general-faqs)

[Back to home](https://help.signit.sa/en/migrated)

1. [Signit Help Center](https://help.signit.sa/en/migrated)
2. [Sending documents and managing signature requests](https://help.signit.sa/en/migrated/sending-documents-and-managing-signature-requests)
3. Using templates

- [Getting started](https://help.signit.sa/en/migrated/getting-started) 
    - [Introduction](https://help.signit.sa/en/migrated/getting-started#introduction)
    - [Account setup](https://help.signit.sa/en/migrated/getting-started#account-setup)
    - [User roles and permissions](https://help.signit.sa/en/migrated/getting-started#user-roles-and-permissions)
    - [Support and help](https://help.signit.sa/en/migrated/getting-started#support-and-help)
- [Account and security](https://help.signit.sa/en/migrated/account-and-security) 
    - [User profile management](https://help.signit.sa/en/migrated/account-and-security#user-profile-management)
    - [Account security](https://help.signit.sa/en/migrated/account-and-security#account-security)
    - [Language settings](https://help.signit.sa/en/migrated/account-and-security#language-settings)
    - [Managing users and permissions](https://help.signit.sa/en/migrated/account-and-security#managing-users-and-permissions)
- [Document preparation and workflows](https://help.signit.sa/en/migrated/document-preparation-and-workflows) 
    - [Preparing signature requests](https://help.signit.sa/en/migrated/document-preparation-and-workflows#preparing-signature-requests)
    - [Adding participants](https://help.signit.sa/en/migrated/document-preparation-and-workflows#adding-participants)
    - [Customizing document fields](https://help.signit.sa/en/migrated/document-preparation-and-workflows#customizing-document-fields)
    - [Workflow customization](https://help.signit.sa/en/migrated/document-preparation-and-workflows#workflow-customization)
- [Sending documents and managing signature requests](https://help.signit.sa/en/migrated/sending-documents-and-managing-signature-requests) 
    - [Sending a signature request](https://help.signit.sa/en/migrated/sending-documents-and-managing-signature-requests#sending-a-signature-request)
    - [Using templates](https://help.signit.sa/en/migrated/sending-documents-and-managing-signature-requests#using-templates)
    - [Bulk sending](https://help.signit.sa/en/migrated/sending-documents-and-managing-signature-requests#bulk-sending)
- [Document tracking and management](https://help.signit.sa/en/migrated/document-tracking-and-management) 
    - [Document tracking](https://help.signit.sa/en/migrated/document-tracking-and-management#document-tracking)
    - [Managing active documents](https://help.signit.sa/en/migrated/document-tracking-and-management#managing-active-documents)
    - [Downloading and printing documents](https://help.signit.sa/en/migrated/document-tracking-and-management#downloading-and-printing-documents)
    - [Document sharing and collaboration](https://help.signit.sa/en/migrated/document-tracking-and-management#document-sharing-and-collaboration)
- [Reports and insights](https://help.signit.sa/en/migrated/reports-and-insights) 
    - [Dashboard overview](https://help.signit.sa/en/migrated/reports-and-insights#dashboard-overview)
    - [Document reports](https://help.signit.sa/en/migrated/reports-and-insights#document-reports)
    - [User activity reports](https://help.signit.sa/en/migrated/reports-and-insights#user-activity-reports)
- [Integrations and API](https://help.signit.sa/en/migrated/integrations-and-api) 
    - [API overview](https://help.signit.sa/en/migrated/integrations-and-api#api-overview)
    - [API usage and examples](https://help.signit.sa/en/migrated/integrations-and-api#api-usage-and-examples)
    - [Integrations with third-party platforms](https://help.signit.sa/en/migrated/integrations-and-api#integrations-with-third-party-platforms)
- [Advanced features](https://help.signit.sa/en/migrated/advanced-features) 
    - [Custom branding](https://help.signit.sa/en/migrated/advanced-features#custom-branding)
    - [Signature and stamp customization](https://help.signit.sa/en/migrated/advanced-features#signature-and-stamp-customization)
    - [Automation and advanced workflows](https://help.signit.sa/en/migrated/advanced-features#automation-and-advanced-workflows)
- [Troubleshooting and common issues](https://help.signit.sa/en/migrated/troubleshooting-and-common-issues) 
    - [Login issues](https://help.signit.sa/en/migrated/troubleshooting-and-common-issues#login-issues)
    - [Document issues](https://help.signit.sa/en/migrated/troubleshooting-and-common-issues#document-issues)
    - [API troubleshooting](https://help.signit.sa/en/migrated/troubleshooting-and-common-issues#api-troubleshooting)
    - [System errors and performance](https://help.signit.sa/en/migrated/troubleshooting-and-common-issues#system-errors-and-performance)
- [Frequently asked questions (FAQs)](https://help.signit.sa/en/migrated/frequently-asked-questions-faqs) 
    - [General (FAQs)](https://help.signit.sa/en/migrated/frequently-asked-questions-faqs#general-faqs)

# How to create a document template

## Steps to save a reusable document template Creating a document template saves time for frequently used documents. Here’s how to set up a template in Signit:

1. **Log in to your Signit account**: Access your account at [https://app.signit.sa](https://app.signit.sa).
2. **Navigate to the Templates section**: 
     - Click on **Templates** from the left-hand menu.
       
       **![](https://help.signit.sa/hs-fs/hubfs/image-png-Jan-15-2025-09-44-48-0947-AM.png?width=688&height=310&name=image-png-Jan-15-2025-09-44-48-0947-AM.png)**
3. **Create a new template**: 
     - Click the **Create Template** button to start.
       
       ![](https://help.signit.sa/hs-fs/hubfs/image-png-Jan-15-2025-11-13-32-9216-AM.png?width=688&height=313&name=image-png-Jan-15-2025-11-13-32-9216-AM.png)
     - Upload the document you wish to use as a template then press next.
       
       ![](https://help.signit.sa/hs-fs/hubfs/image-png-Jan-15-2025-11-14-27-1682-AM.png?width=688&height=317&name=image-png-Jan-15-2025-11-14-27-1682-AM.png)
     - Add the required roles to the template, input the signatories' information, configure a workflow if necessary, and adjust any other options you want within the roles section.
       
       ![](https://help.signit.sa/hs-fs/hubfs/image-png-Jan-15-2025-11-22-03-7832-AM.png?width=688&height=317&name=image-png-Jan-15-2025-11-22-03-7832-AM.png)
4. **Add fields and participants**: 
     - Place signature fields, text fields, or other required elements onto the document.
     - Assign fields to placeholder participants (e.g., Role 1, Role 2) for later use.
       
       ![](https://help.signit.sa/hs-fs/hubfs/image-png-Jan-15-2025-11-29-23-8170-AM.png?width=688&height=319&name=image-png-Jan-15-2025-11-29-23-8170-AM.png)

1. **Save the template**: 
     - Name your template for easy identification and click **Save Template**.
       
       ![](https://help.signit.sa/hs-fs/hubfs/image-png-Jan-15-2025-11-31-55-4517-AM.png?width=688&height=318&name=image-png-Jan-15-2025-11-31-55-4517-AM.png)

**Tip**: Templates are ideal for contracts, agreements, or forms used repeatedly in your workflows.

![company logo](https://help.signit.sa/hs-fs/hubfs/SIGNIT%20LOGO%20BILINGUAL%20-%20Banner.png?height=120&name=SIGNIT%20LOGO%20BILINGUAL%20-%20Banner.png)

Signit Help Center

- [Go to signit.sa](https://signit.sa)
- [Create New Ticket +](https://help.signit.sa/en/migrated/kb-tickets/new)
- [Go to Customer Portal](https://25733111.hs-sites-eu1.com/tickets-view)
- [Privacy Policy](https://null)
- [Terms of Use](https://null)