Creating a Regular Template
Before you begin, you will need:
- A document to send that you frequently use
Step 1: Create a New Regular Template
To create a template, click +New and then New Template.
When prompted, click on the Regular Template icon.
Step 2: Design Your Template
Unlike when you are creating a Document, with templates you will be brought directly to the Editor page to design the document.
UPLOAD YOUR FILE: Begin by using the Add Files button in the middle of the page to upload the document you wish to use for making the Template.
COMPLETE THE THREE STEPS ON THE LEFT MENU:
- SETTINGS: Adjust settings for the document by clicking Edit next to ‘Settings’. A pop-up will appear where you can customize the email settings and modify the notifications for the template.
Note: These will become the default settings for the document. - RECIPIENTS: Click on Edit in the Recipients section. Since this is a template, you will not be specifying the signer’s name and email like you would with a document. Instead, add roles, such as ‘Client’, ‘Supervisor’, or ‘CEO’, so you know whose name and email goes where. Their specific name and email can then be added when you use the template(LINK).
If you want signers to sign the document in a specific sequence, add a signing order. - TAGS: Drag and drop Tags from the left and assign the tags to the correct roles by using the drop-down menu after selecting the tag. Continue adding tags through the rest of the template document.
Step 3: Review and Save the Template
Once you’re done creating your template, review it to make sure everything is correct before either saving the template for later or using it right away.
You can access all of your templates by going to the templates page if you ever want to use or edit them.
Further Readings
Track and Monitor Document Status & Workflow
Publishing Template Links for Online Signing
Setting Up Documents with Witness Signers