Managing Your Templates
The Templates page is your library of reusable contract documents. This page explains how to find, organize, duplicate, and retire templates over time.
Templates list with status filter tabs and template cards displayed
Navigating the Templates list
Select Templates in the E-SignSeal sidebar to open the list. Templates are displayed as cards, each showing:
Template name
Status badge (Draft, Published, or Archived)
Template type tag (NDA, Services, HR, Compliance)
Last modified date
Creator name
Filtering by status
Use the status tabs at the top of the list to narrow your view:
All — shows every template including archived ones
Draft — templates still being authored
Published — templates available for Senders to use
Filtering by type
Use the Type dropdown to filter by contract category: NDA, Services, HR, or Compliance. Template Managers assign a type when creating a template — it is a label only and does not affect behaviour.
Searching templates
Use the search box at the top of the list to filter by template name. Search is case-insensitive and matches partial names, so typing nda will surface Mutual NDA — Vendor Standard and NDA — Employee Invention.
Actions on a template
Select the ... (more actions) menu on any template card to see the available actions for that template's current status.
Draft templates
Action | Description |
|---|
Edit | Open the template editor |
Publish | Run the Readiness Checklist and publish |
Delete | Permanently delete the draft (no undo) |
Published templates
Action | Description |
|---|
View | Open the read-only template viewer |
Create draft copy | Duplicate as a new draft for revision |
Archive | Hide from the Senders' picker |
Archived templates
Action | Description |
|---|
View | Open the read-only template viewer |
Unarchive | Restore to Published status |
Duplicating a template
Creating a draft copy is the standard way to revise a published template. The copy inherits all content and field chips from the original. E-SignSeal appends — Copy to the name and assigns the copy a new internal ID.
Both the original published template and the new draft coexist independently. You can publish the copy while the original is still active, then archive the original when you are ready to retire it.
Deleting a template
You can only delete templates that are in Draft status. Deletion is permanent and cannot be undone.
Published and archived templates cannot be deleted — this protects the integrity of historical contracts that reference them. If you need to remove a published template from the Senders' picker, archive it instead.
Template versioning
E-SignSeal does not support in-place version numbering in Phase 1. Each published template is a distinct, immutable document. Treat each published template as a named version: include the version or date in the template name if your team needs to track evolution (for example, Mutual NDA — Vendor Standard v2 (Jul 2026)).
Next steps