SigningHub enables you to reuse the predefined workflow configurations on the same documents in the form of a workflow template. When used, the template applies all the workflow-related settings (i.e. signers, reviewers, editors, meeting hosts, placeholders, signing sequence, signatures fields and their positions, reminders, form fields, permissions, etc.) on the document, making the workflow configuration process efficient and robust. The individual users can use their personal templates, while the enterprise users can use their personal as well as their enterprise templates (as maintained by their enterprise admin).
Click the 'Apply template' option appearing in the options menu, against the document on which you want to apply a template.
A dialogue box will appear showing options to list your personal templates (and enterprise templates, in case you are an enterprise user). The templates that are marked as read-only are the locked templates. The predefined configurations of a read-only template can not be modified. However, the placeholder fields inside a template can still be updated as required.
Select a template from the list and click the 'Apply' button. In case you want to apply this template on all the documents of the package, toggle on the 'Apply template to all documents" option.
All the configurations saved in the (selected) template will be applied to the document(s).
To experience the exact settings, it is recommended to apply a workflow template on the same documents (for which it was created). The actual positions of configured signature/ initials/ in-person fields may alter if a template is applied to different types or sizes of documents.
When a read-only template is applied to a document, SigningHub won't allow to change any predefined configurations, except updating placeholders. For more details, see Read-only templates.
Whenever a document package is shared, the workflow quota of the respective document owner's account is consumed, and hence the available count is decreased by one.
The document owner (and the shared space 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.