> For the complete documentation index, see [llms.txt](https://docs.emsigner.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.emsigner.com/initiate-and-sign-envelopes/using-templates.md).

# Using Templates

- [Creating and Managing Templates](https://docs.emsigner.com/initiate-and-sign-envelopes/using-templates/creating-and-managing-templates.md)
- [Creating and Managing Activities](https://docs.emsigner.com/initiate-and-sign-envelopes/using-templates/creating-and-managing-templates/creating-and-managing-activities.md)
- [Configure a Fixed Form Template](https://docs.emsigner.com/initiate-and-sign-envelopes/using-templates/creating-and-managing-templates/configure-a-fixed-form-template.md)
- [Upload Documents](https://docs.emsigner.com/initiate-and-sign-envelopes/using-templates/creating-and-managing-templates/configure-a-fixed-form-template/upload-documents.md)
- [Adding Participants](https://docs.emsigner.com/initiate-and-sign-envelopes/using-templates/creating-and-managing-templates/configure-a-fixed-form-template/adding-participants.md)
- [Adding Fields](https://docs.emsigner.com/initiate-and-sign-envelopes/using-templates/creating-and-managing-templates/configure-a-fixed-form-template/adding-fields.md)
- [Configuring Attachment Profile](https://docs.emsigner.com/initiate-and-sign-envelopes/using-templates/creating-and-managing-templates/configure-a-fixed-form-template/configuring-attachment-profile.md)
- [Adding Dynamic Users](https://docs.emsigner.com/initiate-and-sign-envelopes/using-templates/creating-and-managing-templates/configure-a-fixed-form-template/adding-dynamic-users.md)
- [Setting workflow permissions](https://docs.emsigner.com/initiate-and-sign-envelopes/using-templates/creating-and-managing-templates/configure-a-fixed-form-template/setting-workflow-permissions.md)
- [Setting Template Expiry](https://docs.emsigner.com/initiate-and-sign-envelopes/using-templates/creating-and-managing-templates/configure-a-fixed-form-template/setting-template-expiry.md)
- [Signatory M of N](https://docs.emsigner.com/initiate-and-sign-envelopes/using-templates/creating-and-managing-templates/configure-a-fixed-form-template/signatory-m-of-n.md)
- [Configure a Flexi Form Template](https://docs.emsigner.com/initiate-and-sign-envelopes/using-templates/creating-and-managing-templates/configure-a-flexi-form-template.md)
- [Upload Documents](https://docs.emsigner.com/initiate-and-sign-envelopes/using-templates/creating-and-managing-templates/configure-a-flexi-form-template/upload-documents.md)
- [Adding Participants and Signature Placeholders](https://docs.emsigner.com/initiate-and-sign-envelopes/using-templates/creating-and-managing-templates/configure-a-flexi-form-template/adding-participants-and-signature-placeholders.md)
- [Adding Fields](https://docs.emsigner.com/initiate-and-sign-envelopes/using-templates/creating-and-managing-templates/configure-a-flexi-form-template/adding-fields.md)
- [Configuring Attachment Profile](https://docs.emsigner.com/initiate-and-sign-envelopes/using-templates/creating-and-managing-templates/configure-a-flexi-form-template/configuring-attachment-profile.md)
- [Adding Dynamic Users](https://docs.emsigner.com/initiate-and-sign-envelopes/using-templates/creating-and-managing-templates/configure-a-flexi-form-template/adding-dynamic-users.md)
- [Setting workflow permissions](https://docs.emsigner.com/initiate-and-sign-envelopes/using-templates/creating-and-managing-templates/configure-a-flexi-form-template/setting-workflow-permissions.md)
- [Setting Template Expiry](https://docs.emsigner.com/initiate-and-sign-envelopes/using-templates/creating-and-managing-templates/configure-a-flexi-form-template/setting-template-expiry.md)
- [Configuring as a Webform](https://docs.emsigner.com/initiate-and-sign-envelopes/using-templates/creating-and-managing-templates/configure-a-flexi-form-template/configuring-as-a-webform.md): Collect signer details through a shareable form link before the signing session begins, enabling accurate data capture and high-volume or self-service signing.
- [Signatory M of N](https://docs.emsigner.com/initiate-and-sign-envelopes/using-templates/creating-and-managing-templates/configure-a-flexi-form-template/signatory-m-of-n.md)
- [Configuring Template Access](https://docs.emsigner.com/initiate-and-sign-envelopes/using-templates/configuring-template-access.md)
- [Originating a template](https://docs.emsigner.com/initiate-and-sign-envelopes/using-templates/originating-a-template.md)
- [Fixed Form Template](https://docs.emsigner.com/initiate-and-sign-envelopes/using-templates/originating-a-template/fixed-form-template.md)
- [Flexi Form Template](https://docs.emsigner.com/initiate-and-sign-envelopes/using-templates/originating-a-template/flexi-form-template.md)
- [Originating a webform (By External Users)](https://docs.emsigner.com/initiate-and-sign-envelopes/using-templates/originating-a-webform-by-external-users.md)