Save as template

Once you are done with setting all your workflow related configurations on a document, SigningHub lets you save these configurations in the form of a template for your future use. The template will be saved in your personal templates. Saving your workflow configurations as a template is subject to your assigned enterprise user role. If you are willing to use this provision, ask your Enterprise Admin to enable it in your Role>Document Settings.

Save your configurations as a template

1. Click the "Save as Template" button from the drop-down menu, appearing next to the 'Continue' button.

2. In the 'Save Template' dialogue box, specify the name and description of the template.

3. Click the "Save" button.

1. The workflow related configurations are saved with respect to a document. When a package contains multiple documents, the "Save Template" option will not appear.

2. You can save your workflow related configurations in a template, as far as the status of your documents package is "Draft". Once the package is shared, the "Save Template" option will disappear.