# Manage Templates

**Note**: Only Admin users will have the privilege to set up workflow template

**Step 1:** Login to emSigner Super Admin account. Click on ‘Settings’ tab to open the Admin Settings. Click on ‘Manage workflows’ below Admin Settings

<figure><img src="/files/4DqqE8lVSxLNVME49U9e" alt=""><figcaption><p>Manage Templates under Admin Settings</p></figcaption></figure>

**Create a new workflow:**

**Step 2**: On Manage workflows page, click on the “Create New Template” button on the top right of your Template space.

<figure><img src="/files/aOVajd6OKEbSNzH1YjXr" alt=""><figcaption><p>List of Templates Page</p></figcaption></figure>

**Step 3**: Enter a Template name and click “Save” to create a new Template.

<figure><img src="/files/eFAify4wmSoPaCmibqR8" alt=""><figcaption><p>Creating New Template</p></figcaption></figure>

Template will be saved and the same will appear in the "Manage Template" list.

<figure><img src="/files/hEjXK77fBaTCNZgDywj3" alt=""><figcaption><p>Template Creation Success Popup</p></figcaption></figure>

**Step 4**: Once created, click on “***Setup Template/flexiform***” icon to open the teamplate and make necessary changes.

(Note: Flexiform allows you to bring dynamic form fields into the form for signers to fill before they sign)

**Upload Document Templates:**

**Step 5**: On Create Template screen, click on the ‘***Upload Documents***’ button which will allow you to upload pdf document(s).

<figure><img src="/files/oV7SKMeotrejaliOMZKz" alt=""><figcaption><p>Upload a document in template creation</p></figcaption></figure>

**Step 6**: You can view the uploaded document template on the screen. On the right-side panel, click on “Add Signatory” to add the signer. Uncheck the box on your left-side panel under flexiform settings. Now click on the “***Activate***” button.

<figure><img src="/files/GWfConY2IVpNInVkhGBx" alt=""><figcaption><p>Workflow activate using Activate</p></figcaption></figure>

Your template is now successfully created and activated!


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