How to Create and Configure Templates in DocHub

Learn how to upload a document, configure template ownership and privacy, place assigned fillable fields, and publish templates in DocHub.

August 21, 2026 By Stewarding Space

This guide walks through setting up a reusable agreement template in DocHub, including configuring organization permissions, adding fillable client fields, and finalizing the document for repeated sending.

This applies to operations teams, property managers, and leasing administrators preparing standard lease or membership agreements for client signatures.

Configure Template Properties

Before adding interactive form fields, establish the document's ownership, file type, and organization privacy settings.

Step #1: Click the Owner dropdown menu in the Options section. — Click the **Owner** dropdown menu in the Options section.

Step #2: Click on Space to assign ownership to the organization workspace. — Click on **Space** to assign ownership to the organization workspace.

Step #3: Double-click the Type dropdown menu. — Double-click the **Type** dropdown menu.

Step #4: Click on ✓ Template to confirm the document format. — Click on **✓ Template** to confirm the document format.

Step #5: Click the Privacy dropdown menu. — Click the **Privacy** dropdown menu.

Step #6: Click Public to allow designated team members to view and edit the template. — Click **Public** to allow designated team members to view and edit the template.

Step #7: Click Create Template -> to initialize the template editor. — Click **Create Template ->** to initialize the template editor.

Add and Assign Form Fields

Open the template editor to add interactive form fields such as text inputs, dates, and signature areas, and assign each field to the signer role.

Step #8: Click Edit Template in the top toolbar. — Click **Edit Template** in the top toolbar.

Add Agreement Date Fields

Step #9: Click the Date tool on the left vertical toolbar. — Click the **Date** tool on the left vertical toolbar.

Step #10: Click the document canvas to place the date field. — Click the document canvas to place the date field.

Step #11: Click the asterisk button on the floating field toolbar to make the field required. — Click the asterisk button on the floating field toolbar to make the field required.

Step #12: Click the NA assignment button on the floating toolbar. — Click the NA assignment button on the floating toolbar.

Step #13: Click on • Client to assign the date field to the client role. — Click on **• Client** to assign the date field to the client role.

Add Tenant Name Text Fields

Step #14: Click the Text Field tool on the left toolbar. — Click the **Text Field** tool on the left toolbar.

Step #15: Click next to the Tenant/Member: label to place a text box. — Click next to the **Tenant/Member:** label to place a text box.

Step #16: Drag the right resize handle across the length of the line. — Drag the right resize handle across the length of the line.

Step #17: Click NA on the field configuration toolbar. — Click NA on the field configuration toolbar.

Step #18: Click on Client to assign the field to the recipient. — Click on **Client** to assign the field to the recipient.

Add Signature Fields

Step #19: Click the Signature field tool on the left toolbar. — Click the **Signature** field tool on the left toolbar.

Step #20: Click next to the Tenant/Member Signature: line to place the signature box. — Click next to the **Tenant/Member Signature:** line to place the signature box.

Step #21: Click NA on the signature field toolbar. — Click NA on the signature field toolbar.

Step #22: Click Client to assign the signature requirement. — Click **Client** to assign the signature requirement.

Add Additional Legal Fields and Finalize

Step #23: Click next to Tenant Legal Name to place the name field. — Click next to **Tenant Legal Name** to place the name field.

Step #24: Drag the right handle to resize the field width. — Drag the right handle to resize the field width.

Step #25: Double-click the assignment selector on the floating toolbar. — Double-click the assignment selector on the floating toolbar.

Step #26: Click Client to assign the legal name input. — Click **Client** to assign the legal name input.

Step #27: Click the Whiteout tool on the top toolbar to mask unwanted document text. — Click the **Whiteout** tool on the top toolbar to mask unwanted document text.

Step #28: Click Finish Editing in the top toolbar to save the template. — Click **Finish Editing** in the top toolbar to save the template.

Q: Why should date fields be assigned to the client rather than preset by the sender?

A: Assigning the date field to the client allows the document to automatically capture the date at the time of signing or lets the client designate their start date, reducing manual preparation steps when sending out agreements.

Q: What happens when fields are marked with the required asterisk toggle?

A: Marking a field as required forces the recipient to complete that specific input before they are allowed to submit and complete the signing workflow.

Term	Definition
Template	A reusable master document containing predefined form fields and roles that can be dispatched repeatedly to different recipients.
Field Assignment	The configuration that links a specific form field to a designated signer role (such as Client or Landlord).
Whiteout Tool	An editor feature used to mask or erase preexisting text and visual elements from an uploaded PDF.