> ## Documentation Index
> Fetch the complete documentation index at: https://support.amplify.xyz/llms.txt
> Use this file to discover all available pages before exploring further.

# Templates

> Create, manage, and reuse templates to standardize documents and speed up signing workflows.

Templates help you prepare reusable documents for electronic signing.\
They are designed to be reused across teams and workflows—saving time and ensuring consistency.

Templates are ideal for agreements, consent forms, onboarding documents, and other frequently used files.

***

## What are Templates?

Templates allow you to:

* Upload or create documents once
* Define recipient roles
* Add and assign fillable fields
* Reuse the same document structure anytime

***

## Create a Template

You can create an template in multiple ways:

* **Upload files** from your device (PDF, Word, JPG, PNG)
* **Scan with phone**
* **Create New** from scratch
* **Create with AI** to generate documents faster
* Select from **Template Gallery**

***

## Define Recipient Roles

Instead of adding specific people, templates use **roles**.

For example:

* Admin
* HR
* Patient
* Manager

Roles allow the same template to be reused with different recipients each time.

You can:

* Add multiple roles
* Rename roles
* Remove roles if no longer needed

***

## Design the Template

Once roles are defined, you can prepare the template using the editor.

### Add Fillable Fields

Add and assign fields to specific roles, including:

* Signature
* Initial
* Name
* Email
* Company
* Date
* Text
* Dropdown
* Checkbox
* Radio button
* Upload
* Stamp

You can switch between roles to ensure each role has the correct fields.

### Use Content Blocks

Enhance templates using content blocks:

* Text
* Image
* Video
* Table

These blocks help structure the document and add clarity before signing.

<Tip>
  Templates follow the same setup and field behavior as standard e-sign documents.\
  For a detailed walkthrough, see [**E-Sign Documents**](https://ifax.mintlify.app/core-concepts/e-sign/e-sign-documents#step-3:-setup-&-review).
</Tip>

***

## Manage Templates

From the Templates list, you can:

* **Use Template** to start a new signing request
* **Edit** existing templates
* View roles, pages, and usage history
* Track when templates were last updated

Templates can be organized into folders for better management.

***

## When to Use Templates vs Documents

* Use **Templates** when the document structure stays the same
* Use **Documents** for one-off or ad-hoc signing needs

Templates help reduce errors and speed up repeat workflows.

***

## FAQs

<AccordionGroup>
  <Accordion title="Who can create and manage templates?">
    Template access depends on your account permissions. Administrators can control who can create, edit, or use templates.
  </Accordion>

  <Accordion title="Can templates be edited after creation?">
    Yes. Templates can be edited at any time. Updates apply to future uses, not documents already sent.
  </Accordion>

  <Accordion title="Do templates store recipient information?">
    No. Templates store roles and structure only. Recipient details are added when the template is used.
  </Accordion>

  <Accordion title="Can I track how often a template is used?">
    Yes. The Templates list shows sent and completed counts to help track usage.
  </Accordion>
</AccordionGroup>