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Templates in Xodo Sign let you reuse the same document structure without re-uploading files or reconfiguring settings each time. There are two types to choo...

Once you've created a standard Template in Xodo Sign, you can reuse it to send documents to different signers anytime. Each use creates a separate docum...

A Template Link lets signers sign a document by clicking a link and entering their name and email. Use this when you want to send the signing link directly ...

When creating or editing a template, you can configure Template Settings to control who on your team can access and use it. Available settings Make this t...

When creating a standard Template in Xodo Sign, you define Roles to represent each person who will sign or receive the document. Roles are placeholders — yo...

Xodo Sign lets you import templates directly from Docusign, making it easy to migrate existing workflows. Imported templates work the same as templates crea...

If you need to update the document behind an existing template — for example, to fix a typo or update company information — you can use the Re-upload file f...

When sending a document to multiple signers, you can control the order in which each person receives it using Sign in Order. By default, all signers receive...

In-Person Signing lets signers sign a Template Link directly on your device — no email verification required. The signer simply enters their name and email ...

Xodo Sign offers two types of reusable document templates: Templates and Template Links. Understanding the difference will help you pick the right one for y...