Review and publish
The last look before a template becomes sendable.
Choose Review template from Prepare template. Check roles, routing, field owners and page numbers.
The review screen, listing every field and who fills it in before the template is published. Screenshots use a demonstration workspace. Fix any warning by returning to roles or fields. Every signer needs a signature field; copy-only roles do not.
Read the source document and field placement, then choose Mark template Ready.
You should see
The template becomes Ready and the library offers Use template.
If it did not work
To change a Ready template, use Edit roles and fields from its actions menu and confirm the edit. Publish again after reviewing.
Changes to a reusable template affect future sends, not agreements already sent.