# Manage electronic signature templates {{}} This guide will show you how to manage your electronic signature template on ZapSign. In order to do this, enter the **lateral menu > Templates & Forms >** template you want to manage and go to the tab **Manage**. {{continuous}} ## Change the document file If needed, you can change your template file even after creating it, so you don't have to build another one from scratch. Just click on **Edit template** and upload the new .docx file containing the changes. **Note:** Applies for .docx templates only. Click on **Edit template** and upload the .docx file containing the changes pertaining to the form. {{continuous}} ## Signers Settings Enter the template and go to **Manage > Edit Template** to define who will typically sign this template. There can be two types of signers: **Dynamic and Fixed**. **Dynamic signers** (the first one) will be different for each filled document (e.g. your customer), for this reason, no name is assigned to them, we only define a dynamic field of “name”. **Fixed signers** (the second onwards) are those who will always participate in the signature of this Template in question, such as the seller. **Note:** To turn a fixed signer into a dynamic one, insert a dynamic field in the signer's name field. Eg: `{{full name}}` {{continuous}}

If you want to use the advanced validators please contact us through WhatsApp {{

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{{continuous}} ### Place fields on your template On the Manage tab of your template, go to the **Edit template** and scroll down to the **Place fields** button. - If you have a **Docx template** it is only possible to place the signature and initials fields. {{continuous}} - If a **PDF template**, you will be able to place signature - initials fields, checkboxes, and text boxes on your PDF. There are four types that we can select depending on our needs: **Signature, Initials, Text and Box.** **Signature:** The signature to be positioned upon the document in the desired place and size. **Initials:** The initials that will appear on the documents (Applicable in Brazil) **Text:** The text that you want to appear in the document, it will be asked independently before signing but it will appear in the document. Once you insert a text box, for example, the signer will be asked to fill it in as soon as they enter the link of this template, as you can see below: {{continuous}} ___ {{continuous}} ___ {{continuous}} **Checkbox:** Checkbox that you want to appear in the document. It is used, for example, to accept specific terms and conditions or clauses. {{continuous}} ## Destination Folder The created document can be moved to an existing folder or a new one. {{continuous}} ## Form Settings In this option, you can add a sentence at the beginning of your template, such as notes that your signer should take into account when filling it out. You just have to click **> +Edit star sentence.** And also edit the type of dynamic fields. In the example below, if my dynamic field refers to a date, I can put "date" in the type so that the slashes are automatically inserted when the signer fills in. The same applies to an email field, for example. {{continuous}} ## Additional documents Add a companion document to the main template. It can be a regular document or a dynamic document, as long as the fill fields are equal to or less than the main template. {{continuous}} ## Advanced options Finally, the **advanced settings** allow you to choose a folder to which all documents generated from that template will be directed; ask your signer to attach extra documents; redirect them to another page after signing the Template and also insert the email of people who should receive a copy of these documents. {{continuous}} - **Ask the signer to upload documents** Ask the signer to upload attachments optionally or mandatory. {{continuous}} - **External notifications** After the document is signed, it can be sent to someone else's mail. {{continuous}} - **Redirect link after signature** Define the link the user will be directed to after signing the document (eg your website's thank you page). {{continuous}} - **Language** Select the language in which you want the document. {{continuous}} ### Submit In this session, you can share the general form link with a person or multiple people on your website, as well as send it by email or distribute it in batches. {{continuous}} ### Other guides - For more information please refer to the following guides: [change Zapsign brand](/guides/electronic_signature_brand/)