george93Q: Templates
Hello
I have many pdf forms that I would like to add the data fields to them and then save them as templates. Can I do this and is there a limit to how many I can add ? Can I name them individually ?
Also once these templates are saved and stored would they be able to be accessed by all the users I add to the platform and do all the users have their own individual login where they only see their own documents and not all the documents of each of the other users including the main admin login which would be me ?
Thank you
Stefan_QuickSigner
Jun 14, 2025A: With Tier 2 and Tier 3, you can create and save unlimited templates, so youāre free to upload as many PDF forms as you'd like and add data fields to each. Yes, you can name each template individuallyājust make sure to give each uploaded form a unique name.
If youād like to share templates across users, youāll need to create a team. All team members will have their own individual logins, but please note: within a team, both templates and sent documents are shared. At this time, it's not possible to share just the templates while keeping documents private between users.
I agree with george93 about keeping documents private between users. Do you have a plan to add this feature? It would be great for better safely team data
Verified purchaser
You're absolutely right ā we're indeed considering adding the ability to restrict visibility of specific templates or sign requests between users. While I don't have an exact timeline yet, it's definitely something we plan to include on our roadmap.