Creating and managing templates on AydaSign is simple. Here is how to do it:

• Go to the Documents section from the left menu sidebar on your Ayda dashboard, then click on the Templates tab.
   
• Click on Create Template. The steps to create a template are straightforward, and you will then be given the option to choose your template source:

Use Template: Select an existing template to copy.

Copy Existing Document: use an existing document from a previous project (please note that only published documents can be copied). 

New Template: Create a new template from scratch.

• Editing Template Content: Use the template builder to create and edit your template content:

Select a title for your document.

Insert the content in the text box and use the editor tools to add hyperlinks, images and adjust font styles and sizes.

Use the merge fields available in the toolbox to insert context-specific information into your documents. For example, if you include the following in your content:

Hey {{ParticipantName}}!

When you send the document to a participant named John Smith, the result will be:

Hey John Smith!

• Customizing Your Template: You can add questions, reorder sections, and use the Toolbox to add elements and new sections to the builder. Once you have finished, remember to save and preview your template before finalizing it!
   
• Managing Your Templates: Return to the Templates tab, where you can use the action pad to preview, edit, publish, or archive your templates: