For organisations using QuicklySign Enterprise (fully whitelabelled and branded), preconfigured templates may be provided by Head Office for organisation-wide use. These templates ensure you’re always working with the latest approved versions, streamlining setup and maintaining compliance.
Identifying an Organisation Template
Templates prepared by your Organisation Admin are marked with a 💼 (briefcase) icon.
These templates are available to all users across all workspaces.
Organisation templates can only be used; they cannot be modified directly.
For any permanent changes, contact your Organisation Administrator.
Visual - Identifying an Organisation Template
Using a Template and Selecting a Workspace
When using an organisation template:
Select the template from the Templates section.
The system will prompt you to choose a workspace where the new document will be stored.
Templates are accessible across all workspaces, allowing you to start regardless of your current workspace.
Important:
If your team or department has monitored documents, ensure the document is placed in the correct workspace for proper oversight.
Tips for Getting Started
Organisation templates save time and reduce errors by providing standardised fields, roles, and settings.
Always confirm that the document is placed in the correct workspace before sending.
For large or multi-step documents, consider merging multiple templates in the setup phase if needed.
Additional Resources
Visual demonstrating template usage and workspace placement:
Contact Support
Should you require any further assistance with this, please contact our Solutions team at [email protected]