Templates, drafts and the email message

Drafts save themselves as you work; a template keeps a document with its roles, fields and message for next time; the invitation email can carry your subject, message and private notes.

Drafts

As soon as you choose a document, Sovrasign keeps it as a draft and saves your fields, recipients and message a couple of seconds after each change. The editor and the review step say Saved. Drafts never count toward your envelope allowance.
Without a connection, the page says Offline, changes kept on this device and saves when the connection is back. Keep the tab open until it says Saved.
Your drafts are in Agreements, under Drafts, and on Home. Select Continue editing on a draft's row or its page to go back where you left it: the editor, or the review step if you had reached it, with the document, recipients, fields and signing order as you left them.
If the same draft was changed in another window or tab, or by someone else, Sovrasign asks which version to keep: Keep mine replaces the other version, after you confirm; Keep the other shows the other version and drops what this window had not saved.
A draft that is never sent and not changed for 12 months is deleted with its documents. We email you 30 days before; any change keeps it another year.

Duplicate

On any envelope's page, even a completed one, Duplicate makes a new draft with the same document, recipients, fields, message and settings. Nothing a signer typed is copied.

Templates

A template is a document with its signer roles (for example "Tenant" and "Landlord"), fields, subject, message and settings. The people are not kept: you fill in names and addresses each time.

To make one, open the review step of a draft and select Save as template.
To use one, select New envelope, then Start from a template, then Use. A new draft opens in the editor with the roles and fields in place.
Changing or deleting a template never changes envelopes made from it.

Plan	Personal templates
Free	1
Discover	5
Pro	Unlimited

If you move to a plan with fewer templates, nothing is deleted: the newest ones beyond the limit become read-only. Turn another one off on the Templates page to use it again, or upgrade. Sharing templates with colleagues comes with teams, after P1.

The email message

On the review step, open Email to recipients:

Subject, up to 120 characters. Without one, the email says "Please sign:" and the title.
Message, up to 2,000 characters, plain text; line breaks are kept.
Add a private message under a signer, up to 1,000 characters: only that signer sees it, after the common message.
You can write {recipient.first_name}, {sender.name}, {envelope.title} or {expiry.date}; each recipient gets their own values.
On the Free plan, the subject and messages cannot contain web addresses. This protects recipients from phishing sent from free accounts. On other plans an address shows as text.

Error codes

If the app or the page names an error code, it is one of these.

Code	What it means	What to do
`limit_reached`	You have as many templates as your plan allows (1 on Free, 5 on Discover).	Delete or turn off a template first, or choose a plan that allows more.
`template_inactive`	This template is beyond your plan's template limit, so it is read-only.	Turn another template off first, or upgrade, to use it.
`no_document`	The envelope has no document ready (scanned and checked) to keep in a template.	Wait until its document is checked, then save the template again.
`links_not_allowed`	On Free, the subject and messages cannot contain web addresses.	Remove the web address.
`message_too_long`	The subject or a message is longer than allowed (subject 120, message 2,000, private message 1,000 characters).	Make it shorter.