This is an article about customizing participants or signature fields on a template.
On Lightfolio, the people in a Parties content block or Signatures content block on a document are called Participants.
To add participants or another signer on a document, or for other template-related articles, see the Related Articles section.
Step 1: Go To My Templates
Go to the My Templates sub-tab on the Document Templates page and click on the template you want to edit.
The document builder will load your template in Template Mode.
Step 2a: Manage Your Participants
To edit the signature fields on your template, go to Step 2b.
To edit the participants on a template, click on the green Manage Participants text in the Participants content block.
You can also click on Participants in the vertical main menu.
A Manage Participants box will appear.
Step 2b: Manage Your Signatures
To edit the signatures on a template, click on the green Manage Signatures text in the Signatures content block.
A Manage Participants box will appear.
Step 3: Make Your Changes
To add someone else to the content block, click on the + Add Participant button.
To add yourself to the content block, click on the + Add Me button.
To remove someone from the content block, click on the Delete icon next to their role.
Click the Save Changes button to apply your changes.
Related Articles
Document Support Articles
- How Do I Add a Participant to My Document?