Creating templates on the SignNow mobile app (iOS/Android) allows you to turn frequently used documents into reusable forms that can be sent or signed multiple times without starting from scratch. This is especially valuable when you’re working outside the office or relying on a tablet or phone for day-to-day document management.
Practical use cases:
In-person signing: Keep templates ready for clients, patients, or employees to complete and sign on the spot.
Kiosk Mode: Use templates in bulk workflows, like registration forms or surveys, where each signer fills out the same form in sequence.
Mobile workflows: Prepare and reuse templates while traveling or working remotely, so you don’t need a desktop to manage recurring forms.
Creating a template in the SignNow app
There are two ways to create a template via the SignNow mobile app: through the Templates folder or the action menu on a document in the Documents folder.
Templates folder
1. In your SignNow app, go to the Templates folder and tap on the +Create button as shown below.
2. Tap the Make Template option.
3. You can select an existing document to make a template of in your folders. You can only select one document at a time. Tap on the document to select it and hit the Select 1 Document button at the bottom to proceed.
4. Name the new template and tap on Create.
Documents folder
1. In your Documents folder, tap on the three dots to the right side of the document to open up the action menu.
2. Scroll down and select the Make Template option.
