> For the complete documentation index, see [llms.txt](https://support.docstudio.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://support.docstudio.com/user/template-builder/template/how-to-create-and-configure-a-template.md).
# How to Create and Configure a Template
This document explains how to create and configure a template in DocStudio.
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See the [Glossary](/glossary/glossary.md) for DocStudio term definitions.
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### Create a template
1. In the left sidebar, open **Templates**.
2. Click the button.
The template editor opens.
### Structured document
**Structured document** is the **default** document type for structured, data-driven templates. It lets you insert dynamic fields (text, number, date, choice, dictionary, lookup, etc.), build tables, apply formulas, and add signature elements.
### Add external or PDF documents
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You can add external documents or PDFs to the template.
1. Click the button.
2. Choose the document format:\
— External\
— PDF document
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You can configure:
* role (who uploads the file)
* file name (placeholder shown before upload)
* tooltip (optional helper text)
* optionality (required vs optional)
* allowed file type group
* advanced settings (access settings for the file)
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To learn more, read [External Documents in Templates](/user/template-builder/template-editor/how-to-add-external-documents-to-a-template.md) or [PDF documents](/user/template-builder/template-editor/how-to-add-pdf-documents-in-a-template.md).
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### Fields tab
Use **Dynamic Fields** to add fields to a structured document.
See [Template Dynamic Fields](/user/template-builder/template-dynamic-fields/template-dynamic-fields-overview.md) for the full list, including:
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* [Text field](/user/template-builder/template-dynamic-fields/text-field.md)
* [Number field](/user/template-builder/template-dynamic-fields/number-field.md)
* [Currency field](/user/template-builder/template-dynamic-fields/currency-field.md)
* [Number to text Field](/user/template-builder/template-dynamic-fields/number-to-text-field.md)
* [Choice field](/user/template-builder/template-dynamic-fields/choice-field.md)
* [Checkbox field](/user/template-builder/template-dynamic-fields/checkbox-field.md)
* [Dropdown field](/user/template-builder/template-dynamic-fields/dropdown-field.md)
* [Dictionary field](/user/template-builder/template-dynamic-fields/dictionary-field.md)
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{% column width="58.33333333333333%" %}
* [Lookup field](/user/template-builder/template-dynamic-fields/lookup-field.md)
* [File field](/user/template-builder/template-dynamic-fields/file-upload-field.md)
* [Table field](/user/template-builder/template-dynamic-fields/dynamic-table-field.md)
* [Duplicate field](/user/template-builder/template-dynamic-fields/duplicate-field.md)
* [Formula field](/user/template-builder/template-dynamic-fields/formula-field.md)
* [Autonumber field](/user/template-builder/template-dynamic-fields/autonumber-field.md)
* [QR/barcode field](/user/template-builder/template-dynamic-fields/qr-barcode-field.md)
* [Signature field](/user/template-builder/template-dynamic-fields/signature-field.md)
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### Template settings
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Template settings are available right after creation.
Use the **Template** and **Flow** tabs.
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#### Template tab
Use **Template** for the main details and settings.
Required fields are marked with a red asterisk (`*`). **Name** and **Description** are mandatory. By default, the template is created in **My Templates**, and access is restricted to the mailbox level. Use the **Edit**  icon to change the template’s location and access level.
#### Set the template location
In the modal, create or select a folder.
#### Set the template access level
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All templates are accessible at the mailbox level by default.
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There are three access levels. Each one has a checkbox on the left and a pencil icon on the right:
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1. **Selected mailboxes**\
The template is accessible only to specific mailboxes that you choose.
2. **My account**\
The template becomes available to all mailboxes within your account.
3. **Everyone**\
The template is accessible to anyone who has the direct link or the UUID.
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**Share with community**\
When enabled, the template can be shared with the community.
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Once you add the template to **Favourites**, it appears in **Templates → Shared with You**.
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Please note that files with public access settings can be published on the Internet.
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#### Envelope properties
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* Subject\
— Set up the subject format
* Message\
— Envelope message. Visible to users in the inbox.
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{% column width="41.666666666666664%" %}
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#### Recipient experience
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**Delegation is denied** — prevents recipients from delegating their assigned action to another user.
**Do not send files by email** — prevents DocStudio from sending envelope files by email.
**Restrict envelope archive downloading until envelope completion** — prevents users from downloading the envelope archive before the envelope is completed.
**Show metadata** — displays envelope metadata to recipients if metadata exists for the envelope.
Set expiration — set the envelope validity period.
* Non-expiring envelope: The envelope has no deadline and remains active until signed.
* **Sender will set expiration:** The sender manually sets the expiration date.
* **Set expiration:** The template creator sets the expiration period.
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### Flow tab
The **Flow** tab contains participant roles.
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Role types:
* **Sender:**\
— Creates an envelope from the template and sends it.
* **Assignee:**\
— The main recipient responsible for completing the required action (e.g., signing or filling in fields).
* **Approver:**\
— Reviews the document and either approves or rejects it before the process continues.
* **CC (Carbon Copy):**\
— Receives a copy of the envelope for informational purposes only. No action is required.
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To add a role, click the **Add participant** button.
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Fill in the role form:
* **Role name** — Enter a custom role name.
* **Let sender set** — Specify a mailbox, an email, or another role as a recipient. Leave it empty if the sender should choose later.
* **Role type** — Choose the role type.
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You can leave **Mailbox** empty. The sender selects the recipient when sending.
Use **Mailbox UUID** to pre-assign a specific mailbox.
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### Finalise the template
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When you finish the setup:
1. Click the button to save the template without sending.
2. Click the button to create and send an envelope.
When you click **Send**, the template is saved automatically.
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You can send an envelope only when all required fields are filled in.
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button.
The template editor opens.
button.
2. Choose the document format:\
— External\
— PDF document
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button to save the template without sending.
2. Click the 
button to create and send an envelope.
When you click **Send**, the template is saved automatically.
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