Templates

A Frappe Sign Template lets you define a reusable field layout once, instead of placing the same fields by hand on every new request for a recurring document type.

A template defines:

• Template Name, Source DocType, Print Format, Description, Enabled.
• Signers - a child table of placeholder signer labels (e.g. "Employee", "Manager", "Witness", "HR Representative") rather than real Signer Profiles.
• Fields - the actual field layout, placed with the same Designer used for requests (in template mode - see The Signing Designer).

Once saved, the template is ready to reuse:

Using a template

When a Configured Source DocType has Require Template enabled with a Default Template set (see Configured Source DocTypes), a new request built from that DocType starts from the template's field layout automatically - the sender then maps each placeholder label ("Employee", "Manager", ...) to a real Frappe Sign Profile before sending, instead of placing every field from scratch.