---
title: "Using a Template"
slug: "using-a-template"
updated: 2024-10-16T06:23:43Z
published: 2024-10-16T06:23:43Z
canonical: "docs.onespan.com/using-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.

# Using a Template

[2013](/v1/docs/using-a-template#2013) [2015](/v1/docs/using-a-template#2015) [2016](/v1/docs/using-a-template#2016)

## 2013

### Creating a Package from a Template

To use an existing template to create a package:

1. On the OneSpan Sign toolbar, click Workplace >OneSpan Sign Templates.
2. Click the saved template you want to use.
3. Optional: Modify the template to suit your needs.

## 2015

### Creating a Package from a Template

To use an existing template to create a package:

1. On the OneSpan Sign toolbar, click Workplace >OneSpan Sign Templates.
2. Click the saved template you want to use.
3. Optional: Modify the template to suit your needs.

## 2016

### Creating a Package from a Template

To create a package from an activated template:

1. Navigate to OneSpan Sign > Packages.
2. Click New. The New OneSpan Sign Package page appears.

![](https://cdn.document360.io/038f59a7-abd0-4c14-9de7-3434d28b49fd/Images/Documentation/new_pack.png)
3. In the Package Details section, enter a Name for the package. The name should identify the package's contents (e.g., Mortgage Renewal Documents).
4. Select an activated template from the Based on Template menu.
5. Optionally, enter a Description of the package.
6. If the package is associated with a Related Entity, select a Related Record.
7. Under Advanced Options, configure any of the following options you want:
  - Expiration Date: Specifies a date by which all documents are to be signed.
  - Email Message: Creates an email message to be sent to all signers.
  - Convention: Specifies a OneSpan Sign Convention to be applied to the package.
  - Auto-Prepare with Text Tags: Enables the package to be automatically prepared with previously defined 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.
8. Click Save. A package is created with all of the template's attributes.
9. View the Signers section to see if any signer type is Placeholder.

![](https://cdn.document360.io/038f59a7-abd0-4c14-9de7-3434d28b49fd/Images/Documentation/nda_cli.png)
10. If so, for each placeholder:
  1. Double-click the placeholder.
  2. Specify the Signer Type as Contact, User, Lead or Someone I Invite (see [Adding Signers](/v1/docs/adding-signers)).
  3. Select a signer.
  4. Click Save & Close.