How do I create a template?

There's two ways to create a template:

1. Converting an existing document
2. Uploading a template document

Uploading a template document

1. Click on 'New Document', and then 
2. 'Use an existing template'
3. Click on 'Upload a new template' then browse to the file you want to upload and 
4. click 'Open' to upload it.

Once you've uploaded your document, you will be taken to a new page titled 'Set up template'. 

Update the Template Name

The template name helps you find the template when you need to use it.

 You will need to update the resultant document's name before sending the document off for signature, as the document name populates the signature request email subject line.

Tell us who needs to sign

Indicate the number of signers that will be required to sign the document (including yourself, if you will also be signing the document). To add more signers click on '+Signer'.

• If you will be pre-signing the document before sending it out for signature, you do not need to add yourself as one of the signers.

Roles

Saving a document as a template allows you to define signer roles instead of entering names and emails of specific signers. A role could be something like “Tenant” on a lease, or “Applicant” on an application form. 

• The fields on the template (and ultimately the document) are allocated to these roles, so you only need to set them up once. 
• The details of individual signers are entered each time you use the template.

Preset Values

'Preset values' allow you to preset signer details for instances where a specific role is always played by the same person.

Signing Order

Signers can sign in one of two orders:

• sequentially (receive the signature request email one after the other) or 
• concurrently (receive the signature request email at the same time). 

By default, the signers will sign in the order that they appear, unless you set it up otherwise.

Signing OTP

Signers can either sign with one or two-factor authentication.

• One-factor only requires their email address.
• Two-factor requires their email address and mobile number. 
  • A one-time pin will be sent to the mobile number when they access the document link to sign.

CC Recipient

Similar to the 'CC' functionality in everyday emails, a 'CC recipient' is anyone (in addition to the signers and document owner) that needs to receive a copy of the final confirmation email with the signed documents - they will not be involved in the signing process but rather only receive the final email.

Template Settings

Should there be any customisation you wish to add to the template, you can do so using the template settings.

Set up signature spaces on the document

Beneath the signer details and template settings you’ll see a preview of the document. 

• You can add fields on the document by clicking on the field type on the toolbar and clicking where you'd like it to appear on the document.
  • For initials, use 'Auto-initial'.
  • For checkboxes where the signer is limited to just one selection, setup mutually exclusive checkboxes.
• A menu will open below the field, allowing you to:    
  • assign it to a role, 
    • Any field that needs to be pre-populated (and not edited by the signer) must be assigned to 'Me(Now)'
  • indicate whether it is required, 
  • change the field type or, 
  • insert any help text. 
• For any fields that need to use the same information, use 'Field Replication'.

Save Template

Once you have made all the necessary changes to the fields on the document, click 'Save Template' at the top right of the page.