Using Organisation Templates (Enterprise Clients)

If your organisation makes use of QuicklySign Enterprise (Fully whitelabeled/branded version), you may have access to templates that are prepared by Head Office for organisation-wide use. This ensures you're working with the latest version  of the required templates which  streamlines your setup process. 

Identifying an Organisation Template

Templates marked with a 💼 (briefcase) icon have been set up by your Organisation Admin and is available to all users across all workspaces

These templates can only be "Used" and not modified - You would need to contact your Organisation Administrator for any permanent changes required

Using the template & placing your document into the correct workspace

When you use a template,  the system will prompt you to select a workspace where your document needs to be placed. As the templates are accessible across all workspaces, you’re conveniently able to get started regardless of the workspace you currently are working within.

Important:

If you belong to a team where all documents are monitored by Admin/Management, be sure to place the document in the appropriate workspace

Please view the video below (Full screen) to see how templates can be used and how to place them in the correct workspace as you get started:

Should you require any assistance with this, please feel free to reach our Solutions Team via the in-app chat (Bottom right) or via email: Support@quicklysign.com