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Create a template

Fri, 1 Oct, 2021

Creating a new Template:

  • Click the Create New button in the top-left corner. It reveals options such as Create New Document, Create New Template, Create New Bulk Link.

Create New Pointed

Create New Template Pointed

  • Select Create New Template option and new page opens up. Add a title for the template and a description about it.

Add Template Details

  • Upload the document to be signed.

Template Add File

Recipient Role specifications:

Recipient Role:

  • Add the required recipients and name them a role. The role is to identify the signer who will sign the document whenever the template is used.

Add Role

  • Role added in template cannot be edited while using the template.

Uneditable Role

Edit this recipient:

  • While using the template, as per default settings, you can edit Recipient name and Recipient email added here. You can also change the signer role from the dropdown on the right.

Editable Name And Email

  • A template can be made uneditable by changing the settings. Click show settings and you can see Edit this recipient and Delete this recipient options enabled.

Edit This Recipient Pointed

  • Disable the Edit this recipient option to make the Name and Mail uneditable. The signer role cannot be changed as well.

Edit This Recipient Disabled

Uneditable Name And Email

Delete this recipient:

  • While using a template, as per default settings, you can delete the already added recipient after adding at least one more recipient and start fresh.

Delete This Recipient Pointed

  • Disabling the Delete this recipient option can make sure the recipient defined in the template cannot be deleted but only edited as per permissions.

Disable Delete This Recipient

  • In such case, there will be no delete button while using the template.

Delete Button Missing

Allow sender to add more recipients:

  • While using a template, as per default settings, you can add more recipients using Add Role button.
  • Disabling the Allow sender to add more recipients option can make sure no new recipients can be added while using the template.

Allow More Recipients

Disable Allow More Recipients

  • In such case, there will be no Add Role button while using the template.

Add More Recipients Missing

Allow sender to edit the document message before sending:

  • Add CC for the document if needed. Sender can also name the document and include a common message for signers in the recipient list of the template which can be edited by the users.

Add CC

Template Document Section

  • Disabling the Allow sender to edit the document message before sending option can make sure the common message for recipients can’t be edited.

Allow Edit Message Pointed

Disable Allow Edit Message

  • In that case, the user can’t edit the common message.

Uneditable Common Message

  • Click Next button to open prepare page. Sender can add the required form fields to the document. These fields can be assigned to different signers by changing to the respective role name in drop-down.

Role Dropdown

  • While adding the form fields, there is a name assigned for all form fields. If the template is used to send documents using API without the user interface, these names are used to identify each form field during coding.

Label Name

  • There are special options for Label form field while creating template. The required option is by default enabled for the label.

Label Required Pointed

  • This means while using the template, you can’t delete the label and shows following error.

Label Cannot Be Deleted

  • After adding the required form fields to the document click Save template.

Save Template Button

Template Saved

Template in User page:

  • After the template is created, it can be seen in All Templates and My Templates page.

All Templates Page

  • The sender can use the template whenever required by clicking the Use button.
  • Sender can also make new changes to template before sending the document as per the permissions allowed such as Edit this recipient, Delete this recipient, Allow sender to add more recipients, and *Allow sender to edit the document message before sending *mentioned above.

Template Use Button.png

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