📖 Table of Contents
Once templates are created, all users in your organization can use them to save time when preparing similar signature requests.
Create a new signature request from a Template
To create a new signature request using a template:
Go to the Templates page.
Click on "..." to the right of the template you want to use.
Click on "Create signature request from Template."
You will then directly access the document(s) and settings you defined during its creation.
You can create a new signature request from a template only if the template is in "Active" status.
Add Placeholder signers
If your template contains one or more editable signers, you need to add them:
Click on "Define" below the name given to the editable signer (e.g., employee, client, etc.).
Add their details or choose a contact.
All associated fields are automatically updated.
Repeat these actions if you have multiple editable signers.
Populate empty Read-only Text Fields
You can also populate Read-only Text Fields that you left empty in your template to quickly edit a document, for example, prices or terms, that need to be customized for each new signature request. To do this:
Click on the empty Read-only Text Field you would like to populate,
Empty Read-only Texts Fields will have an orange outline when creating a new signature request from a Template.
Enter the new text you want to add in your field,
You can personalize the Read-only text field by changing the font type, color and size of the text,
Click on "Save",
The new text will be added to your signature request.
Edit recurrent signers
If needed, you can also modify recurrent signers (the change will not affect the template but only the signature request):
Click on "..." to the right of the signer's name.
Click on "Replace signer" if you want to completely change the signer and add a new person while keeping all associated fields.
Click on "edit signer" if you want to change one or more pieces of information about this signer, such as their phone number.
These actions will update the signer for all associated fields (signature fields, mentions, etc.).
Edit Documents
You can also modify the document when using your template. The fields remain positioned in the same places on your new document:
Click on "..." in the left menu next to the document title you want to edit.
Click on "Replace Document."
Choose the new document from your computer.
Your new document is then downloaded and already contains the fields added previously!
Send the signature request
You can make any necessary modifications:
Add or remove fields
Add or remove signers
Add or remove approvers
Modify settings
The signature request is in Draft status until you send it, and you can edit everything as needed.