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

> ## Agent Instructions
> Flowsign is one word with a lowercase s.
> The REST API base URL is https://my.flowsign.app and every endpoint lives under /api/v1.
> When answering API questions, cite the HTTP method and endpoint path.
> API access needs the Enterprise plan and an API key with the API access permission.

# Template Builder

> Build or edit a reusable template, section by section, place its fields and publish it.

**Create Template** and opening an existing template both use the same template builder. For the full step-by-step procedure (creating roles, placing fields, merge fields, email and reminders) see [Building a workflow](/guides/building-a-workflow). This page covers what's on screen.

<Frame caption="The template builder, with the template's roles and documents.">
  <img src="https://mintcdn.com/doc-a97e5290/fVQfTnkBYMl6YqIH/images/guides/templates/template-builder.png?fit=max&auto=format&n=fVQfTnkBYMl6YqIH&q=85&s=6a80248f255711cf39c14547a881bc9b" alt="The template builder showing signing roles and attached documents" width="2880" height="1800" data-path="images/guides/templates/template-builder.png" />
</Frame>

## Steps

The top bar tracks three steps: **Setup** (name the template, add its documents and roles), **Signing fields** (place fields for each role, shown once the template has documents that need them) and **Publish**.

## Sections

Setup is organised into sections: **Documents**, **Template details**, **Roles**, **Merge & custom fields** and **Email & reminders**. A summary panel on the side tracks each section's progress and lets you jump to any of them. In **Roles**, choosing **Workflow** as the signing mode adds a canvas that opens the workflow builder: see [Workflow signing](/guides/building-a-workflow#workflow-signing).

<Frame caption="The Merge & custom fields section.">
  <img src="https://mintcdn.com/doc-a97e5290/fVQfTnkBYMl6YqIH/images/guides/templates/template-builder/merge-fields.png?fit=max&auto=format&n=fVQfTnkBYMl6YqIH&q=85&s=8c4615e9abcb6226a0d49dc3b8924ba1" alt="The Merge & custom fields section of the template builder listing the template's merge fields" width="1604" height="1908" data-path="images/guides/templates/template-builder/merge-fields.png" />
</Frame>

<Frame caption="The Email & reminders section, with the invitation and its timing.">
  <img src="https://mintcdn.com/doc-a97e5290/fVQfTnkBYMl6YqIH/images/guides/templates/template-builder/email-reminders.png?fit=max&auto=format&n=fVQfTnkBYMl6YqIH&q=85&s=3906a402cb576e4ab2afc6504fa279a9" alt="The Email & reminders section with email subject, message, reminders and expiry settings" width="1604" height="1126" data-path="images/guides/templates/template-builder/email-reminders.png" />
</Frame>

## Fields

The **Signing fields** step moves you to a dedicated page for placing fields per role. See [Template fields](/guides/templates/template-fields).

## Publishing

A new template is a draft until you publish it. Drafts are listed under **Drafts** and can't be sent.

* **Preview** opens the template as it will be sent. Save the template first to preview it.
* The main button moves you on: **Continue** while documents still need fields, then **Publish**, then **Send** once the template is published and saved.
* Its menu also offers **Publish & send** (publish, then go straight to [Send from template](/guides/templates/send-from-template)) and **Save draft**, which saves without publishing.

Publishing asks you to confirm (**Publish this template?**). Once published, the template appears under **All Templates** and can be sent. Editing a published template later saves with **Save changes** or **Publish changes**, which puts your changes live for everyone sending from it.

A template using workflow signing can't be published while its workflow has problems. Fix them in the workflow builder first. **Save draft** still works, so you can come back to it.

## Related

* [Building a workflow](/guides/building-a-workflow)
* [Template fields](/guides/templates/template-fields)
* [All Templates](/guides/templates/all-templates)
* [Send from template](/guides/templates/send-from-template)