Manage your templates

If you have standard files that you need to send out over and over again, you can create a template of that document, and apply it 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 documents and much more in a document template. The individual and enterprise users can manage (Add, Clone, Edit, and Delete) their personal templates, while the enterprise users can also use the enterprise templates as allowed against their user role by their enterprise admin. The saved templates can then be applied to similar documents for efficient and robust re-usability of these workflow configurations.

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View your personal templates

1. Click "Configuration" from the Navigation panel, then click "Templates" under the Documents options in the Personal Configuration section.

2. Personal templates will be listed under the "Personal" section.

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View your enterprise templates (applicable to enterprise users only)

1. Click "Configuration" from the Navigation panel, then click "Templates" under the Documents options in the Personal Configuration section.

2. Enterprise templates will be listed under the "Enterprise" section.

1. An enterprise user will only able to view the enterprise templates that are allowed under "Allowed Templates" against their user role in the enterprise settings.

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Create a new template

1. Click "Configuration" from the Navigation panel, then click "Templates" under the Documents options in the Personal Configuration section.

2. Click "Add template" in the Personal section.

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

4. Enable/disable "Read-only" as required.

5. Configure certified signature preferences as required.

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

7. Configure workflow type/ order.

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

9. Configure recipient permissions.

10. Configure document access security

11. Configure auto reminders

12. Configure post-processing

13. Click "Continue" to go to the viewer screen.

14. Add data fields for the recipients as required.

15. Add signature fields

16. Add in-person signature fields

17. Add initials fields

18. Add form components

19. Configure form-filling settings for a PDF form

20. Add email message as required.

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

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Make a clone of your personal template

At times you need to create multiple templates with a few 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. Click "Configuration" from the Navigation panel, then click "Templates" under the Documents options in the Personal Configuration section.

2. Select the desired template and click "Clone" in the information panel.

3. Specify the name, and description and enable the read-only toggle as required.

4. Click "Clone".

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Edit your personal template

1. Click "Configuration" from the Navigation panel, then click "Templates" under the Documents options in the Personal Configuration section.

2. Select the desired template and click "Edit" in the information panel.

3. Edit the required content. You can edit template name, description, signers, reviewers, placeholders, signer information fields, signing actions, form filling, document permissions, certify document settings, workflow type, post-processing, email configurations and signing/ reviewing sequence.

4. Once done, click "Save and Close".

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Rename your personal template

1. Click "Configuration" from the Navigation panel, then click "Templates" under the Documents options in the Personal Configuration section.

2. Select the desired template and click "Edit" in the information panel.

3. Go to the "Documents" screen, specify the new name in "Template name" and click "Continue".

4. Then, you can make further changes or exit.

5. Upon exit, click "Save" in the exit dialog.

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Delete your personal template(s)

1. Click "Configuration" from the Navigation panel, then click "Templates" under the Documents options in the Personal Configuration section.

2. Select the desired template(s) and click "Delete" in the information panel.

3. Click "Delete" in the confirmation dialog.

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Create a SmartForm against a template

1. Click "Configuration" from the Navigation panel, then click "Templates" under the Documents options in the Personal Configuration section.

2. Select the desired template and click "Create SmartForm" in the information panel.

3. On the "Add SmartForm" screen, enter the required details and make the necessary configurations.

4. Click on the "Save changes" button. A dialog will appear prompting the user to copy the SmartForm URL.

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Edit a SmartForm against a template

1. Click "Configuration" from the Navigation panel, then click "Templates" under the Documents options in the Personal Configuration section.

2. Select the desired template and click "Edit SmartForm" in the information panel.

3. From the "SmartForms" dialog, click on the edit icon appearing next to the SmartForm that you want to edit.

4. On the "Edit SmartForm" screen, edit the required details and make the necessary configurations.

5. Click on the "Save changes" button.

Template requirements for creating a SmartForm:

• The first recipient must be a placeholder role, though the template can include additional placeholder and named recipients.

• Document Access Security must not be configured for the first recipient.

• The first recipient must not have the "Send a copy" role.

• The template should have a "Serial" or "Custom" workflow. However, in case of a custom workflow, the first signing order should have only one recipient.

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

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

• ​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 to different types or sizes of documents.

• A user can create a SmartForm using all allowed personal and enterprise templates.

• If you delete a template which is associated with a SmartForm, the associated SmartForms will also be deleted.