# Using Templates

- [Creating and Managing Templates](/initiate-and-sign-envelopes/using-templates/creating-and-managing-templates.md)
- [Creating and Managing Activities](/initiate-and-sign-envelopes/using-templates/creating-and-managing-templates/creating-and-managing-activities.md)
- [Configure a Fixed Form Template](/initiate-and-sign-envelopes/using-templates/creating-and-managing-templates/configure-a-fixed-form-template.md)
- [Upload Documents](/initiate-and-sign-envelopes/using-templates/creating-and-managing-templates/configure-a-fixed-form-template/upload-documents.md)
- [Adding Participants and Signature Placeholders](/initiate-and-sign-envelopes/using-templates/creating-and-managing-templates/configure-a-fixed-form-template/adding-participants-and-signature-placeholders.md)
- [Adding Fields](/initiate-and-sign-envelopes/using-templates/creating-and-managing-templates/configure-a-fixed-form-template/adding-fields.md)
- [Configuring Attachment Profile](/initiate-and-sign-envelopes/using-templates/creating-and-managing-templates/configure-a-fixed-form-template/configuring-attachment-profile.md)
- [Adding Dynamic Users](/initiate-and-sign-envelopes/using-templates/creating-and-managing-templates/configure-a-fixed-form-template/adding-dynamic-users.md)
- [Setting workflow permissions](/initiate-and-sign-envelopes/using-templates/creating-and-managing-templates/configure-a-fixed-form-template/setting-workflow-permissions.md)
- [Setting Template Expiry](/initiate-and-sign-envelopes/using-templates/creating-and-managing-templates/configure-a-fixed-form-template/setting-template-expiry.md)
- [Signatory M of N](/initiate-and-sign-envelopes/using-templates/creating-and-managing-templates/configure-a-fixed-form-template/signatory-m-of-n.md)
- [Configure a Flexi Form Template](/initiate-and-sign-envelopes/using-templates/creating-and-managing-templates/configure-a-flexi-form-template.md)
- [Upload Documents](/initiate-and-sign-envelopes/using-templates/creating-and-managing-templates/configure-a-flexi-form-template/upload-documents.md)
- [Adding Participants and Signature Placeholders](/initiate-and-sign-envelopes/using-templates/creating-and-managing-templates/configure-a-flexi-form-template/adding-participants-and-signature-placeholders.md)
- [Adding Fields](/initiate-and-sign-envelopes/using-templates/creating-and-managing-templates/configure-a-flexi-form-template/adding-fields.md)
- [Configuring Attachment Profile](/initiate-and-sign-envelopes/using-templates/creating-and-managing-templates/configure-a-flexi-form-template/configuring-attachment-profile.md)
- [Adding Dynamic Users](/initiate-and-sign-envelopes/using-templates/creating-and-managing-templates/configure-a-flexi-form-template/adding-dynamic-users.md)
- [Setting workflow permissions](/initiate-and-sign-envelopes/using-templates/creating-and-managing-templates/configure-a-flexi-form-template/setting-workflow-permissions.md)
- [Setting Template Expiry](/initiate-and-sign-envelopes/using-templates/creating-and-managing-templates/configure-a-flexi-form-template/setting-template-expiry.md)
- [Configuring as a Webform](/initiate-and-sign-envelopes/using-templates/creating-and-managing-templates/configure-a-flexi-form-template/configuring-as-a-webform.md): Collect signer details through a shareable form link before the signing session begins, enabling accurate data capture and high-volume or self-service signing.
- [Signatory M of N](/initiate-and-sign-envelopes/using-templates/creating-and-managing-templates/configure-a-flexi-form-template/signatory-m-of-n.md)
- [Configuring Template Access](/initiate-and-sign-envelopes/using-templates/configuring-template-access.md)
- [Originating a template](/initiate-and-sign-envelopes/using-templates/originating-a-template.md)
- [Fixed Form Template](/initiate-and-sign-envelopes/using-templates/originating-a-template/fixed-form-template.md)
- [Flexi Form Template](/initiate-and-sign-envelopes/using-templates/originating-a-template/flexi-form-template.md)
- [Originating a webform (By External Users)](/initiate-and-sign-envelopes/using-templates/originating-a-webform-by-external-users.md)