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Create New Template

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A form in the Cellosign application can be created using the following types of templates:

  • Responsive HTML template, automatically adapted to the client’s screen and rich of display capabilities and directing the end user. For more information see “HTML template“.
  • A template based on a PDF form that is loaded when the form is created. For the most part, the form is quite limited in its functional richness by nature. For more information see “PDF template“.
  • A template that combines a PDF and HTML form, when the customer fills the details in HTML form and the information is embedded to the PDF form. For more information see “Hydrid template“.
  1. Add the Template Name.
  2. Choose one of the options:
  • If you would like to create a template based on HTML experience and you do not have a file, select the “HTML Template” option.
  • If the product should be a PDF, select the “From PDF file” option. Upload PDF file by pressing “Choose file” button and selecting PDF file location.
  • If the product should be a combination of PDF and HTML form, select the “From PDF file” option. Upload PDF file by pressing “Choose file” button and selecting PDF file location.

When you click “Save”, the template editor will open.


Template toolbar


Template NameTemplate Name field is editable and the value can be changed.
EditPress the button to set the template in Draft status.
Default state for the new created template.
PublishPress the button to set the template in Publish status.
SavePress the button to save the template.
ClonePress the button to create a copy of the template.
New created template will be automatically saved in the application.
Default name of the new template: “Copy of <original name>”.
DownloadPress the button to download the template.
JSON file will be saved automatically in the computer location.
Change underlying PDFPress the button to change the PDF file.
Available only in PDF templates.
Show AgentPress the button to open the template in the Agent screen.
For more information about “Show Agent” screen click here.
DeletePress the button to delete the template. The confirmation message will appear.

To update a template, select a template from the list and click the template name.

Perform the needed changes and press “Save” button.

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