To add a role:

1. Go to Templates.
2. Search for and select an existing template or create a new one.
3. If you are creating a new template, you will be prompted to create roles as the second step in the process. If you are editing an existing template, you can add or edit roles at any time by clicking the role (person) icon appearing in the header of the editor.
4. Enter a name for each role in the fields provided.
5. Click “Add another role” to add additional role fields as needed.
6. Leave the “Set signing order” toggled off if you want participants to complete sign requests in parallel or toggle it on if you want participants to sign sequentially, then click “Save & Next.” If you want participants to sign sequentially, drag and drop roles as applicable to establish the signing order before sending.
7. Save your changes.

<aside> 👉 Note: Whenever you add or edit a template, it is saved as a draft until explicitly activated, so don’t forget to activate the template when you are done making changes.

</aside>