> ## Documentation Index
> Fetch the complete documentation index at: https://staging.docs.flowsign.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Template Builder

> Build or edit a reusable template, section by section, and place its fields.

**Create Template** and opening an existing template both use the same template builder. For the full step-by-step procedure (creating roles, placing fields, merge fields, email, reminders and locking) see [Building a workflow](/guides/building-a-workflow); this page covers what's on screen.

<Frame caption="The template builder, with the template's roles and documents.">
  <img src="https://mintcdn.com/doc-a97e5290/CtLjU_PfJfA-w8X1/images/guides/templates/template-builder.png?fit=max&auto=format&n=CtLjU_PfJfA-w8X1&q=85&s=73b7b0ae4c890e8432670a6014adc1b1" alt="The template builder showing signing roles and attached documents" width="2880" height="1800" data-path="images/guides/templates/template-builder.png" />
</Frame>

## Sections

The builder is organised into collapsible sections, opened in order as you complete each one: **Documents**, **Template Details**, **Roles**, **Merge Fields**, **Email Customisation**, **Reminders & Expiration**, **Template Locking** and **PowerForm**. A summary panel on the side tracks completeness and lets you jump to any section. Setting the **Roles** section's signing mode to **Workflow** adds a canvas there that opens the workflow builder: see [Workflow signing](/guides/building-a-workflow#workflow-signing).

## Fields

From the builder, opening the field editor moves you to a dedicated page for placing fields per role. See [Template fields](/guides/templates/template-fields).

## Related

* [Building a workflow](/guides/building-a-workflow)
* [Template fields](/guides/templates/template-fields)
* [PowerForms](/guides/templates/powerforms)
* [All Templates](/guides/templates/all-templates)
