Document Templates

Document templates are reusable signature-ready files with pre-placed fields. Build one once, send it a hundred times.

Create a document template

  1. Open Templates → Documents.

  2. Click New Template and upload a PDF, PNG, or JPG.

  3. Drag fields onto the page: signature, initials, date, text, checkbox, radio group.

  4. Assign each field to a role (e.g. Client, Witness), not a person.

  5. Save. The template appears in your library.

Note: DocuSeal powers the field editor and only supports PDF/PNG/JPG. Word documents must be exported to PDF first.

Use a template

From Send for Signature, pick a template instead of uploading a file. Loyva skips Basic Info and drops you straight into the builder with fields already placed, only the signers need to be filled in.

AI auto-detect

If you upload a blank PDF, click Auto-detect fields to let Gemini scan the document for signature lines, date blanks, and name fields. Review and adjust before saving.

Editing templates

Open any template, make changes, and save. In-flight envelopes are not affected, they keep the field layout they were sent with. Only new envelopes use the updated template.