E-Sign Templates are reusable PDFs that can be sent from pipeline and process workflow steps. Create templates before adding e-signature steps to your workflows.
Before you upload
Use a PDF version of the document you want signed.
Decide which signer roles the document needs, such as Tenant, Owner, Applicant, Vendor, or Internal Approver.
Decide which fields the signer should complete and which fields LeadSimple should prefill from workflow data.
Create a template
Open Signatures from the left navigation.
Select the Templates tab.
Enter a Template Name. If you leave it blank, LeadSimple uses the PDF file name.
Select Upload PDF and choose your document.
Open Builder on the uploaded template.
Add signature, date, text, checkbox, or other fields where the document needs signer input.
Assign each signer field to the correct signer role.
Save the builder setup and close the builder.
Check the template status
After the builder setup is saved, LeadSimple reads the template fields and signer roles.
Ready to use: The template can be selected in workflow steps.
Needs setup: Open the builder and finish placing signer fields.
Needs attention: LeadSimple could not read the template setup. Open the builder, save the setup again, or contact Support if the error remains.
Tips for reliable templates
Use clear signer role names. The same names appear when configuring workflow signer routing.
Keep each signer role distinct. For example, use Tenant 1 and Tenant 2 when two different tenants must sign.
Only mark fields required when they must be completed before the document can finish.
Archive old templates instead of reusing them for a different document.
Once the template is ready, add it to an E-signature step in a workflow.