---
title: "Adding to a template"
description: "How to add a signature request to a template"
url: https://help.usepixie.com/en/articles/5803110-adding-to-a-template
collection: "Document Signing"
updated: 2026-09-23
language: en
---

# Adding to a template

How to add a signature request to a template

E-signature requests can be added to templates. You can do this by editing a current template or creating one from scratch.

To add an e-signature to a **new template,** you must first create the template.

To do this, you would start by going to **Settings** > **Task templates** > **Add template.**

![](https://staticfiles.gleap.io/helpcenter/67bedd9a661ebcbc1478341b/20250226100642_9487.jpg)

From there, you will need to fill in the **Name** of the template and the **Default Assignee.**

(We have a full guide for setting up templates [here](https://help.usepixie.com/en/articles/5208240-task-templates.md).)

![](https://staticfiles.gleap.io/helpcenter/67bedd9a661ebcbc1478341b/20250226100642_5990.jpg)

Then click **Next**; this will take you to the subtasks page. Here is where you add the details of your e-signature request.

![](https://staticfiles.gleap.io/helpcenter/67bedd9a661ebcbc1478341b/20250226100642_2521.jpg)

Next, you will need to set the **Name** of the subtask and change the subtask type to **Document signing - request signature.**

![](https://staticfiles.gleap.io/helpcenter/67bedd9a661ebcbc1478341b/20250226100642_9710.jpg)

From there, you can add an **Internal note** and set the **Subject** and body of the **Message** that will be sent to your client.

![](https://staticfiles.gleap.io/helpcenter/67bedd9a661ebcbc1478341b/20250226100642_8173.jpg)

Next, you will need to **Save subtask**. Then, you can add any other subtasks and reorder them to fit your needs (For more information on creating subtasks, please see [here](https://help.usepixie.com/en/articles/5208632-creating-subtasks.md)).

When you're ready, click **Save template**. Your new custom template will appear in your **Task templates** list, ready to be used.

![](https://staticfiles.gleap.io/helpcenter/67bedd9a661ebcbc1478341b/20250226100642_5940.jpg)

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To add an e-signature request to an existing template, you first need to go to **Settings** and **Task templates.**

![](https://staticfiles.gleap.io/helpcenter/67bedd9a661ebcbc1478341b/20250226100642_6863.jpg)

Find the template you'd like to add a signature request to and hover over it. Several icons will appear next to the three dots on the right-hand side.

![](https://staticfiles.gleap.io/helpcenter/67bedd9a661ebcbc1478341b/20250226100642_3464.jpg)

To edit the template, click the **pencil icon**; this will take you to the initial template page.

![](https://staticfiles.gleap.io/helpcenter/67bedd9a661ebcbc1478341b/20250226100642_3121.jpg)

If you wish to edit the **Name** or any other fields, you can do this now.

When you're ready, click **Next,** and you will be taken to the subtask page.

![](https://staticfiles.gleap.io/helpcenter/67bedd9a661ebcbc1478341b/20250226100642_5853.jpg)

Here you can add a new subtask by clicking **Add subtask** and following the same process as above for adding a subtask. (For more information on creating subtasks, please see [here](https://help.usepixie.com/en/articles/5208632-creating-subtasks.md).)

![](https://staticfiles.gleap.io/helpcenter/67bedd9a661ebcbc1478341b/20250226100642_6851.jpg)

Set the **Name** of the subtask and change the subtask type to **Document signing - request signature.**

![](https://staticfiles.gleap.io/helpcenter/67bedd9a661ebcbc1478341b/20250226100642_0844.jpg)

From there, you can add an **Internal note** and set the **Subject** and body of the **Message** to your client.

![](https://staticfiles.gleap.io/helpcenter/67bedd9a661ebcbc1478341b/20250226100642_7074.jpg)

Next, you will need to **Save subtask**. Then you can add any other subtasks you wish and reorder them to fit your needs.

![](https://staticfiles.gleap.io/helpcenter/67bedd9a661ebcbc1478341b/20250226100642_0852.jpg)

When you're ready, click **Save template** to update the template in your **Task templates** list.

![](https://staticfiles.gleap.io/helpcenter/67bedd9a661ebcbc1478341b/20250226100642_6521.jpg)

You can add the document\[s\] you wish to send and set up auto-reminders once the template has been scheduled.

* * *

More articles about templates:

# [Task Templates: Applying from the Templates List](https://help.usepixie.com/en/articles/5208651-task-templates-applying-from-the-templates-list.md)

# [Task Templates: Applying to a Task](https://help.usepixie.com/en/articles/5208653-task-templates-applying-to-a-task.md)

# [Scheduled Tasks: Creating from a Template](https://help.usepixie.com/en/articles/5208650-scheduled-tasks-creating-from-a-template.md)

# [Editing a Task or Subtasks](https://help.usepixie.com/en/articles/5208598-editing-a-task-or-subtasks.md)