Templates allow you to create preconfigured documents for repeated use. The setup process is very similar to creating a standard document, with the key difference being that templates use roles instead of fixed signer details. This saves time and ensures consistency across frequently used documents.
Requirements
Supported document formats: PDF, Word, Excel, PowerPoint
Permissions to create and manage templates
Instructions
Templates can be created in two ways: by uploading a new document or converting an existing document.
Option 1: Upload a new template
Upload the template document
Click New Document
Select Use an existing template
Click Upload a new template
Browse to your file and click Open
Visual - Upload a new template
Automatic document checks
QuicklySign performs the following checks while uploading:Virus scan – Documents are quarantined if a virus is detected
Password protection check – Enter the password if required; signers will not need it later
Fillable/editable format check – Fields are detected automatically; use the Blue Wand to place fields
Visual - Scanning Document for malware & detecting fillable fields
Set up template details
Template Name – Used to identify the template when reusing it
Note: The document name must still be updated when sending, as it forms part of the email subject line.
Visual - Template Name configuration
Define signer roles
Add the number of required signers using +Signer
Assign roles (e.g. Tenant, Applicant) instead of specific names
Signer details will be completed each time the template is used
Visual - Define signer roles in a template
Preset values (optional)
Set predefined signer details where a role is always completed by the same person
Visual - Preset Template Values (Same people required to sign frequently)
Configure signing settings
Signing Order – Sequential or concurrent
Signing OTP – One-factor (email) or two-factor (email + mobile OTP)
CC Recipients – Add recipients who should receive completed documents
Visual - Template Signer Settings
Apply template settings
Configure any additional preferences using Template Settings
Visual - Template Settings (Preferences)
Set up fields
Add fields by selecting a field type and placing it on the document
Assign fields to roles
Use supporting features where needed:
Auto-initials
Mutually exclusive checkboxes
Field Replication
Mark required fields and add help text where necessary
Assign pre-filled fields to Me (Now)
Visual - Setting up fields on template
Save the template
Click Save Template at the top right
Visual - Save Template
Option 2: Convert an existing document
Existing documents can be converted into templates for reuse
Refer to the Converting Documents to Templates article for full steps
Expected Outcome
A reusable template is created with predefined roles, fields, and settings. This allows documents to be generated quickly without rebuilding the structure each time, improving efficiency and consistency.
FAQs
Do I need to add signer details when creating a template?
No. Templates use roles. Actual signer details (Name, email, mobile number) are added each time the template is used. Frequent signers (internally) can be saved within the template by clicking "Preset Values" beneath their role.
Can templates be shared across a team?
Yes. When placed within a shared workspace, you are able to share with your team. Organisation templates are also available for Enterprise plans.
Do I still need to rename the document before sending?
Yes. The document name must be updated when sending, as it becomes the email subject line.
Contact Support
Should you require any further assistance with this, please contact our Solutions team at [email protected]