Create a template

Create a template — demo (1 min 5)Real demo — Salesforce org + Yousign sandbox · Watch on YouTube

An Envelope Template captures the whole configuration of a typical send — documents, signers, merge fields, options — so users send in two clicks, without configuration mistakes.

Create a template

In the TrueSign app: TrueSign Setup → eSignature → Templates → Create Template (or "Import from DocuSign", or "Duplicate an existing one").

Creation starts with a two-field modal:

• Name — the template name;
• Data Source — the associated Salesforce object (Opportunity, Account, Contact, custom object…). It determines the fields available for merges and the records the template will be offered from. This choice is final.

The editor then opens with 6 sequential tabs — each validated before the next:

1. Documents

Upload the template's document(s), or check "Attach documents from the Salesforce record" to automatically include the record's files at send time. A dynamic filter can select the right files (e.g. Title LIKE 'Contract%'). Multiple documents have a configurable display order.

2. Recipients

Define signers as roles (Signer 1, Signer 2…), resolved at send time from:

• the opportunity's contact roles (e.g. "Decision Maker" → Signer 1);
• a Contact/User lookup field on the source object;
• a signing group;
• manual user input.

Per signer: authentication (email/SMS OTP, access code), language, dedicated email subject/message, private note, in-person mode, CC recipient.

3. Merge Fields

The Salesforce data injected into the document — see Merge fields.

4. Place Fields

Positioning of signature zones and form fields — see Field placement.

5. Options

Option	Effect
Expiration	1–365 days (default 30), with a warning email N days before
Reminders	First reminder after N days, then every P days — can be disabled
Routing	Sequential or simultaneous
Quick Send	Direct send without preview screen
Experience	Standard, Quick Send or embedded in the page
Document writeback	The signed PDF is re-attached to the record (enabled by default)
Sender notifications	On send, on each signature, on completion, on expiration, on decline
Delegated sender	The template designates a fixed sending user: requests go out on their behalf, whoever is logged in — essential for automated sends (Flows, NBA)
Signature provider	Yousign or weSign for this template — blank = inherits the org default. See Signature providers
Internal approval	1 to 3 approvers validate before anything is sent, with conditional routing, reminders and escalation — see Approval workflow
Chatter	Automatic posts on the record — disable it for bulk-send templates

This is also where data writeback is configured — see TrueSign Connect.

6. Custom Button

Generate the send button tied to this template — see Custom buttons.

Lifecycle

• Draft (IsDraft) — visible and testable by administrators only; cannot be triggered by a button or Flow.
• Active — offered to users on records of the source object.
• Inactive (IsActive = false) — removed from selectors without being deleted; send history is preserved.

tip

The document title supports merge fields: Contract - {!Account.Name} - {!Opportunity.Name} produces an individualized name on every send.