> 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/initiate-and-sign-envelopes/using-templates/originating-a-template/fixed-form-template.md). # Fixed Form Template ### Fixed Form Templates Fixed Form Templates allow users to initiate documents using a **predefined signing structure** created by administrators.\ While the workflow, participant roles, and field positions are fixed, the **actual document is uploaded by the initiator during initiation**. These templates are ideal when the signing format is standardized, but the document content varies for each initiation. > **Note:** Visibility of Fixed Form Templates depends on access granted by the administrator. If a required template is not visible, contact your administrator to request access. *** ### Accessing a Fixed Form Template From the Dashboard, navigate to the **Templates** panel on the left.\ Select the required **Fixed Form Template** from the available categories. Clicking the template opens the initiation flow, where the document upload, participant configuration, and workflow setup are completed. *** ### Uploading the Document Unlike Flexi Form Templates, **the document file is uploaded during Fixed Form initiation**. The initiator uploads the document that will be sent for signing.\ Once uploaded, the document is rendered in the viewer with **predefined signature and form fields already mapped** based on the template configuration. *** ### Adding Participants Participants define who will receive, review, and sign the document. #### Add Participants from Existing Contacts Select participants from the existing contact list by searching with the first few characters of their name. #### Add New Participants Enter participant details manually (Name, Email, Mobile, etc.).\ Newly added participants become available for future initiations. Participants are assigned to **predefined roles** configured in the Fixed Form template. *** ### Email Delivery Options For each participant, you can choose how notifications are sent: * Primary Email * Secondary Email * Both Primary and Secondary Emails This allows flexibility in aligning with organizational communication preferences. *** ### Optional Configuration Settings Before sending the document, additional configuration options may be available: #### Document & Workflow Settings * **Envelope Name** – Assign a custom name to identify the document. * **Reference Number** – Add a business or system reference (optional). * **Workflow Settings** – Configure workflow-related options as permitted by the template. * **Language Selection** – Choose the language for participant notifications and signing UI. #### Visual & Compliance Enhancements * **Watermark** – Apply a watermark if enabled. * **Stamp Configuration** – Configure eStamp or physical stamp options where applicable. * **Merge Additional Documents** – Attach supporting documents along with the main document. *** ### Sending the Document Once the document upload, participant selection, and optional settings are completed: * Review the document and participant details. * Click **Send** to initiate the signing workflow. The document is sent to participants based on the predefined signing order and notification preferences. After initiation, the document appears in the relevant **Dashboard** and **DocStore** sections based on workflow progress. --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://support.emsigner.com/initiate-and-sign-envelopes/using-templates/originating-a-template/fixed-form-template.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.