Publishing a Template
Publishing a template makes it available to Senders so they can create contracts from it. Before publishing, E-SignSeal runs a Readiness Checklist to catch common authoring mistakes. Once published, the template is locked — you cannot edit it directly, but you can create a draft copy to revise.
Publish button and Readiness Checklist modal with all items passing
Who can publish templates
Users with the Template Manager role or Workspace Admin can publish templates.
How to publish
Open the template you want to publish. If the template is in Draft status, select Edit on the Templates list to open the editor.
In the editor, select Publish in the top-right toolbar.
The Readiness Checklist modal opens and validates your template automatically.
The Readiness Checklist
The checklist confirms the template meets the minimum requirements for sending:
Check | What it verifies |
|---|
Template has a name | The template name field is not empty |
Content is present | The document body has at least one paragraph of text |
No broken field references | All {{Field}} chips in the template match a known standard or custom Jira field |
No untitled signature block | If you included signature headings, they are not blank |
Each check displays as a green tick (passing) or a red warning (failing). If any check fails, the Publish template button remains disabled. Fix the flagged issues in the editor and re-open the publish flow.
After publishing
Once you select Publish template:
The template status changes to Published on the Templates list.
Senders can immediately select the template when creating a new contract.
The editor becomes read-only. The edit toolbar is hidden and field chips cannot be moved.
Making changes to a published template
You cannot edit a published template directly. To revise one:
On the Templates list, find the published template.
Select the ... (more actions) menu on the template card.
Select Create draft copy.
E-SignSeal creates a new template with the same content and a Draft status, with — Copy appended to the name. You can rename it, edit the content, and publish the copy when ready.
The original published template remains active until you explicitly archive it. If you want to retire the old version, archive it after the new copy is published so Senders stop seeing it in the picker.
Archiving a template
Archiving hides a template from the Senders' picker without deleting any historical data. Contracts already sent from an archived template are unaffected.
On the Templates list, select the ... menu on the template card.
Select Archive.
Confirm in the modal.
Archived templates are still visible in the Templates list when you filter by All status, so you can unarchive or audit them at any time.
Next steps