Edit a template

Follow these steps to edit an existing template:

  1. From the Citrix RightSignature dashbaord, select Templates in the left menu bar, then select the template that you want to edit from Reusable Templates.

    Resuable templates

  2. Select Details, and on the Details screen select Edit.

    Resuable templates

  3. If replacing the underlying source file used to create the template, select the red x. Afterwards, select the new source file of the template.
  4. Select Prepare Document to continue editing.

    Setup fields for signing

    First, edit the roles on the template - change the role names, edit the order, or add/delete roles. When finished with editing the roles, click Next: Place Fields.

    Setup fields for signing

  5. Next use the document overlay options to add, change, and remove various types of fields. When finished with edits to the document, click Next: Review.
  6. Edit the name, message, tags, expiration, and carbon copies for this template.
  7. When you are finished editing, select Create Template.
Edit a template