Create or modify an e-signature template

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Create or modify an e-signature template to define an electronic document and signature configuration for use in task forms.

    Before you begin

    Role required: sn_esign.admin or sn_esign.config_manager

    Each template is associated with a document type such as a managed document or knowledge article, and you can configure the template so that the signatory is required to sign the document with their typed or drawn signature, credentials, or as an acknowledgment.

    Procedure

    1. Navigate to All > E-signature > E-signature template.
    2. Click New or open a record.
    3. Fill in the fields on the form.
      Table 1. E-signature template form
      Field Description
      Name Name of the e-signature template.
      Task table Task table that the e-signature template is associated with.
      Document type Document type of the e-signature template. Select one of the following:
      • Knowledge article: In the Knowledge article field, select the knowledge article that the signatory will sign.
      • Managed document: In the Managed document field, select the managed document that the signatory will sign.
      Signature type Signature type of the e-signature template. Select one of the following:
      • Acknowledgment: The signatory acknowledges the document by accepting and completing the task.
      • Credential: The signatory signs the document with their credentials.
      • Signature: The signatory signs the document with their typed or drawn signature.
      Acknowledgment text Adds a check box with accompanying acknowledgment text that the user must select before the signing is completed. This option can be used with any signature type.
      Note:
      Acknowledgment text is limited to 1,000 characters.
    4. Click Submit or Update.

    What to do next

    You can use the e-signature template in task forms to request electronic signatures from users.