Can I create a template without form fields?

Yes, in BoldSign, you have the option to create a template without incorporating form fields. However, it is essential to note that while sending this template for signatures, the inclusion of form fields becomes necessary. These form fields are essential for signers to input relevant information or provide necessary signatures, thereby completing the document-signing process efficiently.

Follow the below steps to create a template without form fields:

• Click the Create New button on the Dashboard page and click the Create New Template option.
• You will be navigated to the Prepare template page.
• Enter the template title and description in the respective fields. Then, add files in the Add file(s) column and specify the role in the Add role(s) column.
• Fill in any other necessary fields and click the Next button to proceed to the Configure fields page.

• On the Configure fields page, locate and click the Save template option to create a template without adding the form fields.
• Now, your template has been successfully saved. To use it immediately, click Yes, use template, or choose Not now for future use.