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Create a template

Fri, 1 Oct, 2021

Templates are useful for creating multiple documents of the same type. You can modify templates and save them for later use.

Follow the below steps to create a template.

  • Click the Create New button in the top-left corner. It reveals options such as Create New Document, Create New Template, Create New Bulk Link.
  • Select the Create New Template option, and a new page opens. Add a title for the template and a description of it.
  • Upload the document to be signed.

create template

Recipient role specifications:

  • Add the required recipients and name them a role. The role is to identify the signer who will sign the document whenever the template is used.
  • The role added in the template cannot be edited while using the template.

role recipient

Editing the recipient:

  • While using the template, as per default settings, you can edit Recipient name and Recipient email added here. You can also change the Signer role from the dropdown on the right.
  • A template can be made uneditable by changing the settings. Click Show settings and you can see Edit this recipient and Delete this recipient options enabled.
  • Disable the Edit this recipient option to make the Name and Email uneditable. The signer role cannot be changed as well.

edit template

uneditable image

Deleting the recipient:

  • While using the template, as per default settings, you can delete the already added recipient after adding at least one more recipient and start fresh.

delete

  • Disabling the Delete this recipient option can make sure the recipient defined in the template cannot be deleted but only edited as per permissions.
  • In such case, there will be no delete button while using the template.

Allow sender to add more recipients:

  • While using a template, as per default settings, you can add more recipients using the Add Role button.
  • Disabling the Allow sender to add more recipients option can make sure no new recipients can be added while using the template.

add recipients

  • In such case, there will be no Add Role button while using the template.

Allow sender to edit the document message before sending:

  • Add CC for the document if needed. The sender can also name the document and include a common message for signers in the recipient list of the template which can be edited by the users.
  • Disabling the Allow sender to edit the document message before sending option can make sure the common message for recipients can’t be edited.
  • In that case, the user can’t edit the common message.

cc

  • Click the Next button to open prepare page. The sender can add the required form Fields to the document. These fields can be assigned to different signers by changing to the respective role name in the drop-down.

field

  • While adding the form fields, there is a name assigned for all form fields. If the template is used to send documents using API without the user interface, these names are used to identify each form field during coding.
  • There are special options for the Label form field while creating a template. The required option is by default enabled for the label.

lebel

  • This means while using the template, you can’t delete the label, and an error will appear.
  • After adding the required form fields to the document, click Save template.
  • The template will be successfully saved.

Template in User page:

  • After the template is created, it can be seen in the All Templates and My Templates page.
  • The sender can use the template whenever required by clicking the Use button.

use

  • The sender can also make new changes to the template before sending the document as per the permissions allowed such as Edit this recipient, Delete this recipient, Allow sender to add more recipients, and Allow sender to edit the document message before sending as mentioned above.
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