Use template editor

The editor is divided into three primary zones to keep your workflow organized:

Documents Section (Left Sidebar): Manage the files within your template. You can add multiple documents, reorder/replace the documents, or remove/delete documents.

Fields Section (Right Sidebar): Your toolbox. Drag and drop field types (Signature, Text, Date, etc.) onto the document.

Page Section (Center Canvas): The active workspace where you position fields and interact with the document content.

• Upload or replace documents
• Fields selection & bulk editing
• Field actions & context menu
• Copy & paste fields
• Field positioning & size
• AI-powered fields detection

Upload or replace documents

When you drag & drop a document file into the template editor, a modal appears with 3 available actions:

• Add a new document: Drag & drop a new file from your computer into the Documents Section (left sidebar).
• Replace existing document: Drop the file onto an existing document to swap the pages while keeping the fields in place.
• Clone and replace document: Use this to create a new version of the template with the same field layout but an updated file.

Fields selection & bulk editing

There are two primary ways to create a selection group:

• Precision Selection (CTRL+Click): Hold the CTRL key (or Cmd on Mac) and click on individual field areas. This is best for picking specific, non-adjacent fields across a page.

• Area Selection (Selection Mode): Toggle the editor to Selection Mode via the context menu (Right-click → Select Fields) or by pressing the Tab key. Once active, click and drag your mouse to draw a selection box over the desired fields.

Field actions & context menu

Once you have a group of fields highlighted, right-click any of them to open the Group Context Menu. Actions taken here apply to every field in your selection. For example:

• Align and resize to make sure their placement is uniform.
• Apply uniform font settings (size, type, weight) across the entire group to ensure visual consistency.
• Copy the selected fields and paste them into a different template or a different spot within the same template.
• Make the fields conditional. Learn more about conditional fields here.

Copy & paste fields

Your field configurations aren’t locked to a single page.

1. Select your group of fields.
2. Use CTRL+C to copy the entire group (including their underlying settings and logic).
3. Navigate to a different page or an entirely different template.
4. Use CTRL+V to paste. The fields will retain their relative positioning and all custom settings.

In this example we copied 3 fields from the sales agreement template to the rental agreement template.

Field positioning & size

• Use Arrow Keys to move selected fields 1px.
• Use ALT + Arrow Keys to adjust dimensions.
• With multiple fields selected, use the context menu to Align (Left, Right, Top, Bottom) or Match Size (Width/Height) so they are perfectly uniform.

AI-powered fields detection

Save time on manual placement. Right-click any page and select Autodetect Fields. DocuSeal will analyze the document text and automatically place fields where it detects labels like Date, Full Name, or Signature.