Organizing Your Template Library
Updated 9/8/20262 min read
As your Hoicko signature template library grows past a handful of profiles, use consistent naming conventions, the built-in search bar, and regular audits of "Created By" ownership to keep the library manageable and prevent duplicate or orphaned templates.
The Problem: Template Sprawl
A real Hoicko Signatures list can easily include 10, 20, or more profiles — mixing manually created templates (e.g., "Testing-main," "Testing-api-ai," "Testing-api-ai-new") with system-generated ones attributed to integrated tools like "HOICKO LMS." Without organization, teams end up unsure which template is current, which is deprecated, and who owns each one.
Step-by-Step: Auditing Your Template Library
- Open the Signatures list and use Type to search... to review all profiles alphabetically or by keyword.
- Check the Created By field on each card — profiles created by systems (e.g., "HOICKO LMS") versus individual admins should be reviewed differently, since system-generated ones may be tied to automated workflows you shouldn't delete without checking dependencies.
- Flag near-duplicate names (like "Testing-api-ai" and "Testing-api-ai-new") for consolidation — confirm with the team which is production-ready before deleting the older version using the trash/delete icon.
- Standardize going forward: agree on a naming convention (Client_Purpose, Dept_DocType, etc.) and apply it to all new profiles.
Governance Recommendations
- Quarterly review: Set a recurring reminder to audit the Signatures list for unused or duplicate templates.
- Ownership tagging: Even though Hoicko shows "Created By" automatically, keep an internal record of which team owns each template for handoffs.
- Retire, don't delete, cautiously: Before deleting any profile, confirm no active integration (API token) is still referencing it — check the Analytic table's recent Activity Time to see if it's still in use.
Frequently Asked Questions
What happens if I delete a signature profile that's still referenced by an API integration?
Any system calling that profile's token will fail future signing requests — always verify recent activity in the Analytic table before deleting.
Can I rename a template without breaking its existing token?
Editing the Title field typically does not change the underlying TOKEN, but always verify in a test environment first, since behavior can depend on your specific Hoicko configuration.
Is there a limit to how many templates a workspace can hold? A
Hoicko does not impose a hard visible limit in the standard list view — organizations commonly manage dozens of active profiles — but for performance and manageability, regular audits are still recommended.
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