---
title: "Creating a Template"
slug: "crm-user-guide-creating-a-template"
updated: 2024-10-16T06:27:47Z
published: 2024-10-16T06:27:47Z
canonical: "docs.onespan.com/crm-user-guide-creating-a-template"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.onespan.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Creating a Template

[2013](/v1/docs/crm-user-guide-creating-a-template#2013) [2015](/v1/docs/crm-user-guide-creating-a-template#2015) [2016](/v1/docs/crm-user-guide-creating-a-template#2016)

## 2013

To create a package template:

1. On the top Navigation Menu, click Templates. Your existing templates appear under Package Templates.
2. To create a new template, in the ribbon click New. The New OneSpan Sign Template page appears.

![](https://cdn.document360.io/038f59a7-abd0-4c14-9de7-3434d28b49fd/Images/Documentation/ug16.png)
3. Give the new template a Name, and optionally a Description.
4. Optional: Associate the template with an Account or an Opportunity.
5. Optional: Under Advanced Options, you can set:
  - Language — The package's language
  - Email Message — An email message for all signers
  - In Person Signing — Check this option if you want the signers to sign in person.
  - Review After Completion — Check this option if you want to review the package and its documents before marking it as Complete.
  - Enforce Signer Order — Check this option if you want the signers to sign in a particular order.
6. Optional: Add one or more signers or signer placeholders to the template.
7. Optional: Add one or more documents to the template.
8. Click Save & Close.

You can modify the package template at any time.

## 2015

To create a package template:

1. On the top Navigation Menu, click Templates. Your existing templates appear under Package Templates.
2. To create a new template, in the ribbon click New. The New OneSpan Sign Template page appears.

![](https://cdn.document360.io/038f59a7-abd0-4c14-9de7-3434d28b49fd/Images/Documentation/ug16.png)
3. Give the new template a Name, and optionally a Description.
4. Optional: Associate the template with an Account or an Opportunity.
5. Optional: Under Advanced Options, you can set:
  - Language — The package's language
  - Email Message — An email message for all signers
  - In Person Signing — Check this option if you want the signers to sign in person.
  - Review After Completion — Check this option if you want to review the package and its documents before marking it as Complete.
  - Enforce Signer Order — Check this option if you want the signers to sign in a particular order.
6. Optional: Add one or more signers or signer placeholders to the template.
7. Optional: Add one or more documents to the template.
8. Click Save & Close.

You can modify the package template at any time.

## 2016

To create a OneSpan Sign template:

1. Navigate to OneSpan Sign > Templates.
2. Click New. The New OneSpan Sign Template page appears.
3. Enter a Name and, optionally, a Description for the new template.
4. Under Advanced Options, configure any of the following options you want:
  - Email Message: Creates an email message to be sent to all signers.
  - Convention: Specifies a OneSpan Sign Convention to be applied to the template.
  - Auto-Prepare with Text Tags: Enables the package to be automatically prepared with previously specified Text Tags.
  - Insert Dynamics CRM Values: Specifies that after the package is prepared, Text Tag values will be inserted from OneSpan Sign Embedded Integration for CRM.
  - In Person Signing: Enables in-person signing.
  - Enforce Signer Order: Enforces an order in which signers must sign the package.
  - Review After Completion: Enables the review of a package before it's marked as complete.
5. Click Save.
6. Add one or more documents to the template (see [Adding Documents](/v1/docs/adding-documents)).
7. Add one or more signers to the template (see [Adding a Signer](/v1/docs/adding-signers)).
8. Click Prepare to add Signature Blocks and fields to the template's documents (see [Preparing Documents](/v1/docs/preparing-sending-transactions#2016)).
9. Click Activate so the template can be used to create packages.

A template can be modified as long as it's not activated.
10. Click Save & Close.