Settings — Envelope Templates

The Settings ▸ Envelope Templates page is the admin authoring surface for reusable envelope packets. Each template bundles Document Templates, signer roles, signing mode, expiry, and reminder cadence into a single named record that members can pick in the New Envelope wizard.

This is the highest-leverage automation surface in the platform — a single template authored well saves dozens of clicks per envelope and enforces consistency across the team.

Anatomy of the page

1. Page header

Standard PageHeader with the title Envelope Templates and a one-line description. The New template button sits to the right.

2. Template list

Each row shows:

• Name + description
• Document count badge
• Signer-role count badge
• Signing mode pill (Parallel / Sequential)
• Default expiry (days)
• Row actions (Edit, Duplicate, Delete)

3. Empty state

Centered icon + copy when no templates exist. CTA opens the create flow.

4. Create / edit slide-out

Right-hand slide-out captures the full template definition. Fields group naturally into:

• Identity — name, description
• Defaults — subject, message, signing mode, expiry, reminder cadence
• Documents — multi-select of document templates
• Roles — name + order for each signer role

Roles vs. recipients

Templates define roles as placeholders. The wizard fills in actual recipients for each role at envelope-create time. This is the abstraction that makes templates reusable across many envelopes:

Template "Engagement Letter":
  Roles: [Client, Senior Partner, Witness]
  Documents: [engagement-letter-v3.pdf]
  Mode: Sequential
  Expiry: 30 days

Envelope from template:
  Roles: [Client, Senior Partner, Witness]  ← from template
  Recipients: [
    Client → alice@example.com,             ← user-filled per envelope
    Senior Partner → bob@firm.com,
    Witness → carol@firm.com,
  ]

Signing modes

Mode	Behaviour
Parallel	All recipients receive the invite at once and can sign in any order
Sequential	Recipient N receives the invite only after recipient N-1 signs

Sequential mode requires a role order. Drag roles in the editor to set the order. Sequential is useful when one signer needs to review or prepare content for another.

Expiry and reminders

• Expiry — number of days the envelope stays valid (default 60). Past the window, the envelope auto-voids.
• Reminder cadence — automated reminder emails to unsigned recipients. Default None; common values Every 3 days or Weekly.

Both are starting hands — per-envelope users can override either in the wizard.

Bulk Send compatibility

Envelope templates with at least one document are eligible for Settings ▸ Bulk Send (covered on /settings/envelope-templates’s sibling docs). Templates with zero documents work in single-envelope mode — the wizard captures documents per envelope.

Permissions and scope

Role	View	Create	Edit	Delete
Owner / Admin	✓	✓	✓	✓
Member	Indirect (uses in wizard + Bulk Send)	✗	✗	✗
Viewer	✗	✗	✗	✗

Audit logging

Action	Event
Create	envelope_template.created
Update	envelope_template.updated
Duplicate	envelope_template.duplicated
Delete	envelope_template.deleted

Events surface in Settings ▸ Audit Log.

Troubleshooting

Symptom	Most likely cause	Fix
Document picker is empty	No document templates yet	Create one under Settings ▸ Document Templates
Bulk Send creates drafts	Template has zero documents	Attach at least one document template
Sequential order ignored	Mode set to Parallel	Switch mode
Cannot delete	Template in active use	Cancel referencing drafts; or Duplicate + Edit
Reminder not firing	User overrode in wizard	Defaults are starting hands

Related pages

• Settings ▸ Document Templates — single-document templates that envelope templates compose
• Envelopes ▸ New — wizard that consumes envelope templates
• Envelopes ▸ Bulk — bulk-send wizard that consumes envelope templates