What is a Template?


T H Kwek

Last Update 2 yıl önce

The Template feature allows you to save the signer field settings on a document, so that you and your team can save time from repeatedly preparing a document for signature.

Functions of Templates

The Template feature allows you to set roles and fields on a document. Any user within your organization will then be able send a document from the template just by assigning recipients to each role. You and your team can save time from repeatedly preparing a document for signature.

Templates are ideal for commonly-used documents that are frequently sent out to different recipients. The use of templates also allows the administrator to standardize the document workflow across different senders within the organization.

Documents such as Sales Agreement contracts, NDA, Client On-boarding forms, HR forms are commonly set up as templates.

You will also be able to download Template Report, which gives you a consolidated view of all documents that were sent from the template. The information includes: 

1) Status of documents - pending signature / completion

2) Data field inputs from all documents - so you can easily work with the data 

Difference between Templates and Document Workflow

The key difference between the usual document workflow and templates is that you will add placeholder roles instead of recipients on the document.

The template creator can also set certain settings on the template, like a signing order or assign a recipient to a role on the template level, which will then be applied to all documents that are generated from the template.

Similar to the main document signing workflow, documents completed from Templates will also also be accompanied by an audit trail and sealed with the Sign.net certificate.

A copy of the completed document will be emailed to all recipients on the document, the document sender, as well as the template creator.

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