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Creating Templates

Mon, 15 Mar, 2021

Templates are used for saving time when you need to send the same contracts out for signature to different sets of people repeatedly. Once a template is set up then it takes less than a minute to send contracts based on a template. You can set up templates for both self-signing and sending out for signature scenarios.

Templates are set up just like regular documents but instead of associating signature fields with people, we just associate fields with roles. A role is nothing but a place holder for an actual person. For example, if we have a purchase order that will always be signed by two people, one company representative and one customer, then we can create a template with two roles “Customer” and “Representative”.

The process of setting up the document is the same as if we were setting it up for two actual signers. Just associate the fields with roles instead of signers and then associate roles with actual signers just before the contracts are sent out. This will help us save a great deal of time since we have to set up the template only once and it can be used many times. The process to create a template is outlined below:

  • You can create a Template by clicking on the “Create New” button at the top left position and choosing the “Create New Template” option.
  • Enter a title and description that will help identify this template uniquely with BoldSign.
  • Choose any one of the supported file types from your computer or from your cloud drive. We support PDF, JPG, PNG and DOCX files but PDF is the preferred format so try to use that if possible. You can even drag files directly from your computer on to the dotted target area.

Upload section

  • Add more files if required, by following the same process outlined in the previous step.
  • Give a name to the role that a person will be performing. If the same person will always be performing this role then it is also possible to specify that person’s name in the “Default recipient name” field.

Add Recipient

  • You can also optionally enable signing in order and enable authentication.
  • Configure the template with fields just like regular documents.
  • You can add label fields to templates and mark them as required. Anyone who tries to use this template will then be required to fill the labels before sending. You can also optionally specify hint text for the sender.
  • Once a template has been configured, you can find it under the “All Templates” navigation menu on the left. As you hover your mouse over a template item, an “Use” icon will appear. Click this icon to configure this template and send a document out for signature.

Use Template Icon

  • Now associate actual recipients with placeholder roles and send the document out for signature.
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