Streamline Recurring Signing Workflows with Templates

Templates are a powerful way to save document configurations for recurring signing processes. By defining documents, participants, roles, and fields once, you can significantly accelerate future signing workflows.

Creating a Template

Templates help you save a document setup so it can be reused for future signing flows.

1. To start, head over to the Templates section.
2. Click Create Template at top right corner of the page.
3. Upload the document you want to use as a template.
   
   
4. Enter the template details, such as Template Name which is mandatory field, while Category, Folder and Description is optional.
5. Add all necessary participants, such as Employee or Manager. Ensure role names are clear and descriptive.
6. If people need to sign in a specific order, set that up.
7. Drag and drop all the spots for signatures, names, dates, text fields, etc., onto the document.
   
8. Review the template setup.
   
9. Click Save Template.

Your template is now ready to be used for new signing requests.

Notes

• Clear role names help participants identify their specific tasks quickly.
• Templates can be reused indefinitely for any number of signing flows.
• Draft templates are saved automatically but must be finalized before use.

How to Use a Template to Create an Envelope

You can use a template to create a new envelope without setting up the document and fields again.

Steps to Use a Template

1. Go to Templates.
2. Search for the template you want to use.
3. Click the Preview icon if you want to review the template first.
   
   
4. Click the Play icon.
5. Fill in the participant details, such as name and email address.
6. Add a message to the recipients if needed.
7. Review the document, workflow, and assigned fields.
8. Click Send Document.

Notes

• Make sure the correct template is selected before sending.
• After the envelope is sent, recipients will receive the signing or approval request based on the template workflow.

How to Edit a Template

Templates may be updated to reflect changes in documentation, participant roles, workflows, or required fields.

Steps to Edit a Template

1. Navigate to the Templates section.
2. Locate the specific template for modification.
3. Access the template and select Edit.
4. Modify the template details, document structure, roles, workflow, or fields as required.
5. Review the changes.
6. Click Save Template when the updated template is ready to use.
7. The template version will update automatically.

Notes

• Published updates result in a new template version.
• Carefully verify all documents, roles, and field configurations prior to publication.