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Templates & editor

A template can't be published

What to check when the Publish button doesn't work or shows an error.

Written By Sebastian

Last updated About 22 hours ago

If a template won't publish, something it needs is usually missing. Go through these checks in order.

Available on all plans

Checklist

CheckWhy it mattersHow to fix it
Is there at least one party?A template needs at least one party. Without one, publishing fails, sometimes with a "403" error.Add a party in the right-hand panel. See Parties and signatories in templates.
Is every signature block placed and assigned?A block that isn't in the text ("Block not set") or has no party blocks publishing. [CHECK]Drag the block into the text, or delete it.
Is a team assigned?If your account requires a team for every document, templates need one too.Choose a team in the template settings. The requirement is set under Account Settings → Document workflow.
Do you have the right role?Only certain roles can publish templates.Ask an Owner or Admin. See User roles and permissions.
Does the editor show a warning?For example, duplicate IDs after pasting content.Click Auto-fix in the warning.

Still not working?

  1. Reload the page and try again.

  2. Duplicate the template and try publishing the copy. If that works, use the copy.

  3. Contact support with the template's name and a screenshot of the error.

Good to know

  • Publishing doesn't check whether your dynamic fields or conditions make sense. Use the preview to test the template with sample values before you publish.

  • A pre-signed template can't be changed. Remove the pre-signature first. See Pre-sign templates.