# Create an e-signature template

Build a reusable contract package with documents, blanks and required uploads.

Canonical URL: https://www.naayya.com/help-center/create-an-e-signature-template
Category: getting-started
Last updated: 2026-11-08T00:00:00Z

# Create an e-signature template

Before you begin, check the [e-signature requirements](/help-center/contracts#send-contracts-for-e-signature-before-you-start).

1. Go to **Admin > Contracts > Templates**.
2. Click **New** (the plus button on a phone).
3. Enter a **Title**, then click **Create template**. The template opens with one document to sign.
4. On the **Documents and blanks** tab, paste your contract text into the document. You can paste it from Word.
5. Add the blanks that change for each person (see below), and put them in the text.
6. Click **Save**.

Click **Preview PDF** at any time to see the package filled with sample values.

## Documents

A template can hold more than one document. In the **Documents** panel, click **Add** and choose:

- **Document to sign**: a document the person signs.
- **Translation, for information**: a translation of a document to sign. It is shown for information. The document it translates is the text that binds.

For each document, set the **Document title**, the **Language**, and the **Role** (**To sign** or **Translation**). Click **Remove document** to take one out. Nothing is deleted until you save.

## Blanks

Blanks are the details that change for each person, such as a name, a start date, or a salary.

1. In the **Blanks** panel, click **Add blank**.
2. Enter a **Name** and choose a **Type**: **Text**, **Date**, **Amount**, **Email**, **Phone**, **Address**, **IBAN**, or **National ID number**.
3. Under **Filled in by**, choose **Business** if you fill it in when you send, or **Recipient** if the person fills it in when they sign.
4. Optional: add **Why we ask (optional)**. The person sees it next to the field.
5. Turn **Required** on or off.
6. Click **Add blank**.

To put a blank in the text, place the cursor in the document, then click the blank in the **Blanks** panel.

For an **IBAN** or **National ID number** blank, choose what happens under **In the contract**:

- **Keep in the vault only (recommended)**: stored encrypted for your records and payroll. Not printed in the contract.
- **Print in the contract**: the value is printed in the signed PDF. You must enter a **Reason for printing**.

## Uploads and validity

Open the **Uploads and validity** tab.

Under **Details**:

- **Valid from** and **Valid until** set the dates the contract is valid.
- **Status** is **Draft**, **Ready to send**, or **Archived**. You can send only a template that is **Ready to send**. It needs the text of at least one document to sign first.
- **Internal note (optional)** is for your team, for example who the template is for.

Under **Required uploads**, click **Add upload** for each document the person must upload while signing:

- **Name**, and a **Kind**: **ID document**, **Health insurance card**, **Proof of bank details**, or **Other document**.
- **Why you need it** is required. The person sees it.
- **Required to sign** decides whether the person can sign without it.

Click **Save** when you are done.