Assignment templates

Last reviewed: 2026-05-24

A template is a saved bundle of policies that you can apply to one or many users in a single click — typically the full set of documents a new hire, contractor, or department needs to acknowledge on day one. Instead of opening every policy and assigning each one individually, build the template once and re-use it every time a similar cohort joins. Templates are available on the Standard and Premium plans; the Templates page (/templates) replaces itself with an upgrade nudge on Free.

Templates vs policies vs assignments

It is worth pinning the vocabulary because the three concepts sit next to each other in the sidebar:

Policy — a single document with metadata and (optionally) a recurrence schedule. See Policies overview.
Assignment — a policy-plus-signer pair. One row per signer per policy. See Assignments overview.
Template — a named list of policy IDs. Applying a template to N users creates N × policies-in-template assignments in one operation. The template itself is not an assignment — it is a saved short-cut.

Each tenant can save up to 20 templates. Templates are admin-only — signers never see the Templates page or any reference to them.

Walkthrough — create your onboarding template

Imagine a typical new-hire pack: an acceptable-use policy, an employee handbook acknowledgment, and a confidentiality agreement. To create the template:

Open Templates from the sidebar (admin-only). On a fresh workspace the page shows an empty-state card; on an existing one it shows a table with a Create Template button in the page header.
Click Create Template. The Create Template dialog opens.
Enter a name in the Template Name field — e.g. New hire — engineering. Up to 100 characters; the name is what you will see in the table and in the apply dialog later, so make it descriptive.
Under Policies, tick every policy the template should include. The list shows every active policy in the workspace; scroll inside the bordered box if it overflows.
Click Create. The dialog closes, and the new row appears in the table with 0 in the Last Used column.

You can save a template with zero policies — sometimes useful as a placeholder while you draft the underlying documents — but a template with no policies does nothing when applied. Most templates start with two or three policies and grow as the team's compliance posture changes.

Walkthrough — apply a template to a new hire

A new engineer joins on Monday. You have already added them to the workspace via Users and roles; now you need to send them the onboarding pack:

Open Templates. Find the row for your onboarding template and click Apply.
The Apply Template dialog opens with a checkbox list of every active user in the workspace. Search by name or email at the top of the list to narrow it down.
Tick the new hire (or several users if you are onboarding a cohort).
Click Apply Template to N users. The button shows Applying… while it runs and confirms with Template applied: N assignments created.

Behind the scenes, applying creates one assignment per (policy, user) pair — so a 3-policy template applied to 2 users creates 6 assignments and sends 6 signing-request emails. The Last Used column on the templates table updates to today's date so you can see at a glance which templates are still in active rotation.

Editing and deleting templates

To change which policies a template includes, delete the existing template (Delete button in the actions column) and re-create it with the new selection — in-place editing of the policy list is on the roadmap but not yet shipped. Deleting a template does not affect any assignments that were already created from previous applications; those assignments remain pending or signed as they were.

If you hit the 20-template ceiling, the Create Template button is disabled with a tooltip explaining the cap; delete an obsolete template (say, last year's intern pack) to make room.

Common questions

What if a user is already assigned a policy in the template? The template still creates the assignment row, but only for policies the user does not already have a current-period assignment for. Re-applying a template after a new hire's first batch was sent is safe — it just tops up anything missing.
Can I schedule a due date for a template? Not yet — applying a template creates assignments with no due date. Set per-assignment due dates afterwards on the policy detail page if you need them.
Can I apply a template to a group? Not directly — the apply dialog lists individual users only. If you want the policies in a template auto-assigned to everyone in a group, attach those policies to the group instead; see Groups and auto-assign.