What each status means
Use the library filters to find Ready, Needs setup, Processing, Failed and Archived templates.
Processing: the upload or conversion is still being read. Wait for it to finish.
Needs setup: finish the roles and fields, then review and publish.
Ready: the template can be used to send an agreement.
Failed: the upload could not be prepared. Check the error and upload a readable replacement file.
Archived: removed from the normal working list. Select Archived to find it and Restore when needed.
123Template library with search, status filters, uploads, gallery and template row actions. Screenshots use a demonstration workspace. - 1Upload supported PDF, image or Office documents.
- 2Filter templates by status.
- 3Use a Ready template to enter the real recipients.
You should see
You can tell at a glance which templates are usable and which are waiting on you.
If it did not work
Editing a published template requires confirming the change; it returns to setup for another review. Existing sent agreements keep their original document.