---
title: Can I label my Papersign document as a template? | Paperform Help Center | Paperform
description: "Yes! You can turn a document into a “template” to make it easy to find and prevent it from being sent out accidentally. "
url: "https://paperform.co/help/articles/can-i-label-my-papersign-document-as-a-template"
type: static
generatedAt: "2026-04-04T00:42:01.102Z"
---

Can I label my Papersign document as a template?
### Papersign

Yes! With Papersign, you can tag a document for re-use as a “template” to make it easy to find and prevent it from being sent out accidentally!

> Check out our [Papersign Templates Guide](https://paperform.co/help/articles/papersign-templates-guide/) for a complete step-by-step on how to send documents at scale.

**To tag a document as a Template from the editor:**

 1. Open up a draft of the document you’d like to turn into a template. You can either start a new document or make a copy of an existing one.
 1. Click the three dots at the top right corner and click “Make Template” ![Document settings in the Papersign Editor.](https://img.paperform.co/fetch/f_auto,w_1400/https://d3gw2uv1ch7vdq.cloudfront.net/img/papersign-make-template-setting.png)
 1. When you go back to the draft, you should see a “Template” label next to the document title. This label will also be visible on the Papersign Dashboard. ![A white "Template" tag next to the document title, "Company Contract." ](https://img.paperform.co/fetch/f_auto,w_1400/https://d3gw2uv1ch7vdq.cloudfront.net/img/papersign-template-tag.png)

**To tag a document as a Template from the Dashboard:**

 1. Navigate the document that you'd like to turn into a template.
 1. Click the three dots to the right of the doc, and click "Make Template." ![Document actions are accessible from the Papersign Dashboard](https://img.paperform.co/fetch/f_auto,w_1400/https://d3gw2uv1ch7vdq.cloudfront.net/img/papersign-make-template-dashboard.png)
 Alternatively, you could also "Copy as template" to turn the new, duplicated document into a template.
 1. The document will be marked with a Template tag. ![Document labelled with "Temaplate" tag.](https://img.paperform.co/fetch/f_auto,w_1400/https://d3gw2uv1ch7vdq.cloudfront.net/img/papersign-template-label-dashboard.png)

## How does a Papersign Template differ from the usual Papersign document?

When labeled as a template, the document can't be sent directly. Instead, a copy is sent, and the template stays a draft, allowing you to edit and re-use it anytime.

They can be stored in any space or folder, but can also be found in the dedicated Templates Space.

Learn more about [how to set up Papersign Templates in our in-depth guide](https://paperform.co/help/articles/papersign-templates-guide/).

### Related Articles
  [How do I send a document in Papersign?   When you're happy with your document and ready to request signatures, click the "Send" button on the top-right corner of the editor. Alternatively, send multiple documents at once from the Papersign Dashboard.](/help/articles/how-do-i-send-a-document-in-papersign/)