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SisuSign | Editing, Cloning & Deleting Existing Templates

Kayla Latta avatar
Written by Kayla Latta
Updated over a week ago

This article is intended for Admin and TC users in Sisu.

Topics in this article:


Editing Templates

To access SisuSign and edit any of your existing templates, navigate to Admin > SisuSign > Esign Templates.

From this page you're able to edit the Template Name, the Transaction Type(s) the template applies to, the Document Type the template is tied to, and the Folder the template lives in.

To edit the contents of your template, click the Edit button to the right of the template you'd like to update.

If you're looking to edit your Signing Parties check out this section of the "Creating New Templates" KB article. πŸ“™

If you're looking to edit your inserted fields check out this section of the "Creating New Templates" KB article. πŸ“™


Cloning Templates

To access SisuSign and clone any of your existing templates, navigate to Admin > SisuSign > Esign Templates.

In-line with the template you'd like to clone, click the Clone button to the right of the template.

An exact copy of your original template will be created.


Deleting Templates

To access SisuSign and delete any of your existing templates, navigate to Admin > SisuSign > Esign Templates.

In-line with the template you'd like to delete, click the trash can button to the right of the template.

⚠️ Please note: Deleted templates cannot be restored. Please be sure you want to delete this template before proceeding.

In the prompt, click Yes to delete the template.

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