> For the complete documentation index, see [llms.txt](https://support.emsigner.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://support.emsigner.com/administrator-settings/admin-settings/manage-templates.md).
# Manage Templates
How do I setup form template using workflow?
*Note: Only Admin users have the privilege to create and configure document templates.*
### Step 1: Open Template Management
Log in to your emSigner Admin account and click the **Settings** tab in the top navigation bar.
Under the **Document Management** section, click **Create and Manage Document Templates**.
### Step 2: Start a New Template
You'll land on the **Create and Manage Document Templates** page. Existing templates are organized into groupings (for example, *Admin & Facilities*, *Finance & Accounts*, *Human Resources*), each of which can hold multiple templates/activities.
Click the **Create new template** button at the top right of the page.
### Step 3: Name and Save the Template
In the **Create New Workflow** window, enter a name in the **Enter Workflow Name** field (for example, "Vendor Onboarding Form") and click **Save**.
A **Template created successfully** confirmation appears. The new template is added to the list with a **Not Configured** status, and it also appears under **Templates** in the left navigation panel.
### Step 4: Open the Template for Setup
Find your newly created template in the list and click **Setup Template** to start configuring it.
### Step 5: Upload the Document
You'll be taken to a 3-step template builder: **Upload Documents → Add Participants → Set Signature**.
On the **Upload Documents** step, drag and drop your file or click **Browse Files** to upload it (up to 10 files, 20 MB per file, 48 MB total).
Once the document is uploaded, it appears on the right with its page count. Use the **IsFlexiform** toggle to mark the document as a flexiform if applicable, then click **Next**.
### Step 6: Add Participants
On the **Add Participants** step, add the people who need to sign or review the document:
* Click **Add Signatories** to add internal users, or **Add external participant** for signers outside your organization.
* Use **Search & Add participants** (minimum 4 characters) to find and add people.
For each participant you add, click their name to configure their setup — select the participant, configure their signing settings/role, and set their position in the workflow order (move forward). Every participant must be configured before you can proceed. Click **Next** when done.
### Step 7: Place Signature and Data Fields
On the **Set Signature** step, use the **List of Signatories** dropdown to select which signatory you're configuring fields for.
From the **Fields and Components** panel, drag the fields you need onto the document — for example, **Signature**, **Name**, **Initials**, **Department**, **Designation**, **Mobile**, **Email**, **Date**, **ID Number**, **Textbox**, **Drop Down**, **Radio Button**, **Checkbox**, **Photo**, **Stamp**, **QR Code**, or **QR Disclaimer**.
Repeat this for each signatory by switching between them in the dropdown.
### Step 8: Configure Visual Appearance and Expiry Settings
Open **Visual Appearance Settings** to control which signing methods are available to signers:
* Hide Font Based Signing Option
* Hide Draw Option
* Hide Upload Option
* Hide Topaz Option
* Hide My Signature (optional)
* Hide For Seal
You can also set an **Expiry Section** with a **Start Date** and **End Date** for the template.
Click **Apply and Activate** to save these settings and activate the template.
### Step 9: Confirm the Template Is Active
Return to **Create and Manage Document Templates**. Your template now shows a green **Configured** status, along with a **Modify Template** link you can use to make changes at any time.
Your template is now successfully created and activated!
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