Manage your enterprise templates

If you have standard files that you need to send out over and over again, you can create enterprise templates of those documents, and apply on the same documents (when required) to quickly reuse all the workflow configurations. You can add recipients, form fields, initials, in-persons, signature type, signature position, signing sequence, configure reminders, certify document and much more in an enterprise template. These enterprise templates are available to all the enterprise users within your enterprise, during the document preparation mode, for the efficient and robust re-usability of workflow configurations defined in these templates. From here you can manage (Add, Import, Export, Clone, Edit, and Delete) the enterprise templates as required.

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Create a new enterprise template

1. Login with your enterprise admin credentials.

2. Click "Configurations" in left menu and select "Templates" under Documents & Signing options in Enterprise Configurations section.

   
3. Click "Add template".

   
4. Add a document for this template. All the workflow related configurations will be done on this document.

5. Enable/disable "Read only" as required.

6. Enable/disable "Public" as required.

7. Configure certified signature preferences as required.

8. Add recipient(s) and placeholder(s) as required.

9. Configure workflow type/ order.

10. Configure special privileges for each recipient/ placeholder as required.

    1. Configure recipient permissions

    2. Configure document access security

    3. Configure auto reminders

    4. Configure post processing

11. Click "Continue" to go to viewer screen.

12. Add data fields for the recipients as required.

    1. Add signature fields

    2. Add in-person signature fields

    3. Add initials fields

    4. Add form components

    5. Configure form filling settings for a PDF form

13. Add email message as required.

14. Once you have set the required configurations, click the "Save and Close" button.

1. Only those enterprise templates are available to your enterprise users for usage that are marked as "Public". It is therefore recommended not to select the "Public" option, unless an enterprise template is fully configured. Similarly, you can un-select the "Public" option from an existing enterprise template to hide it from your enterprise users.

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View template information

1. Login with your enterprise admin credentials.

2. Click "Configurations" in left menu and select "Templates" under Documents & Signing options in Enterprise Configurations section.

3. Select any template from the list and its detail will be displayed in the right panel.

   

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Export an existing enterprise template

At times you need to export the existing templates from your account to your local machine, either to save your account space or share them with others. The templates are exported in json format and can be easily imported later in any SigningHub account. This is the smartest way to reuse or share the same templates without going through any configuration efforts.

1. Login with your enterprise admin credentials.

2. Click "Configurations" in left menu and select "Templates" under Documents & Signing options in Enterprise Configurations section.

3. Select any template from the list and click "Export" in the right panel.

   
4. Click "Export" in the dialog appeared. The template will be exported in the json format to your local machine.

   

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Import an existing enterprise template

You can import the exported templates from one account (source) to another (destination) when required. This is the smartest way to reuse or share the same templates without going through any configuration efforts.

1. Login with your enterprise admin credentials.

2. Click "Configurations" in left menu and select "Templates" under Documents & Signing options in Enterprise Configurations section.

3. Click "Import".

   
4. Drag and drop or select file from you machine in the upload box in right panel and click "Import".

   

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Make a clone of your enterprise template

At times you need to create multiple enterprise templates with a little variations. The best way to achieve this is to create a template with all the configurations and then make clones of it. You can then edit each template clone as per requirement.

1. Login with your enterprise admin credentials.

2. Click "Configurations" in left menu and select "Templates" under Documents & Signing options in Enterprise Configurations section.

3. Select any template from the list and click "Clone" in the right panel.

   
4. In the dialog appeared, specify name of the clonal template and its description as required. The clonal template name must be different than the original template name. Enable the "Read Only" toggle, if you want to save the clone as a read-only template. Enable/disable the "Public" toggle as required. Only public enterprise templates are available to the enterprise users for usage.

   
5. Click "Clone".

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Edit your enterprise template

1. Login with your enterprise admin credentials.

2. Click "Configurations" in left menu and select "Templates" under Documents & Signing options in Enterprise Configurations section.

3. Select any template from the list and click "Edit" in the right panel.

   
4. Make changes as reqiured and once done, click "Save and close".

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Rename your enterprise template

1. Login with your enterprise admin credentials.

2. Click "Configurations" in left menu and select "Templates" under Documents & Signing options in Enterprise Configurations section.

3. Select any template from the list and click "Edit" in the right panel.

4. From "Documents" screen, specify the name in "Template name".

   
5. Click continue to proceed and then click "Save and close".

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Delete your enterprise template(s)

1. Login with your enterprise admin credentials.

2. Click "Configurations" in left menu and select "Templates" under Documents & Signing options in Enterprise Configurations section.

3. Select any template from the list and click "Delete" in the right panel.

   
4. Click "Delete" in the confirm dialog.

   

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1. You can create as many template clones as allowed in the template quota of your service plan.

2. The workflow configurations within a read-only template cannot be modified during document preparation, except updating placeholders.

3. ​To experience the exact settings, it is recommended to use the template (being created) on the same documents. The actual positions of configured signature/ initials/ in-person fields may alter, if this template is applied on different type or size of documents.

4. SigningHub will not allow you to delete an enterprise template if "Any" has been selected under "Allowed Templates" for a user role in the enterprise settings, and the enterprise template being deleted is the only allowed enterprise template for the user role.
5. Once an enterprise template has been deleted it will be removed from all the user roles under which it was allowed.

6. The document owner (and the shared folder collaborator, if any) can not update the level of assurance of a "Signature" or an "In-Person Signature" field, while the status of the document is, "In-Progress" or "Pending", where a read-only template has been applied.

7. If the "Set Document Access Authentication for all recipients" option is selected against the document owner's user role, the document owner will not be allowed to share the workflow until "Document Access Authentication" is set for all the recipient in the workflow.

8. If the "Set Document Signing Authentication for all recipients" option is selected against the document owner's user role, the document owner will not be allowed to share the workflow until "Document Signing Authentication" is set for all the recipient in the workflow.