3 min guideUpdated August 2026App review required

Manage document templates

Manage approved SignBas3 templates so customer, production and commercial documents remain consistent and testable.

Best forOwner / Admin
Before you beginUse a representative record and confirm you have the permissions required for this area.

Step by step

  1. Open Settings, then Templates.
  2. Choose a ready-made layout or New Template, then set its name, document type, usage and output settings.
  3. Upload a Word `.docx` file. For an existing template, choose Upload new version and record What changed.
  4. Before changing the default, generate a representative document from the relevant operational workflow and review its content and presentation.
  5. Return to Templates and select Make available, then Use for the document type. If necessary, use Version history and Roll Back.

Good practice

Previous versions remain available; use change notes and Version history instead of maintaining an unmanaged rollback copy.

If your workspace behaves differently, record the relevant job, client or record number and raise a support ticket so the team can investigate the exact context.