Creating & Using Templates
- 14 Oct 2024
- 1 Minute to read
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Creating & Using Templates
- Updated on 14 Oct 2024
- 1 Minute to read
- DarkLight
- PDF
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Templates enable senders to save the attributes of a document package for reuse. A template can be created either from scratch, or from an existing document package.
To create a template from scratch:
Click Templates in the OneSpan Sign Toolbar.
Click Create Template in the Global Actions Toolbar.
Give the template a name, and optionally give it a description.
Click Create.
Click Add Document, and add documents to the template via the dialog box that appears.
Click Add Signer, and add signers and/or signer placeholders to the template.
Click each document to access the Designer view, and then insert Signatures Blocks and fields. Signature Block and field placements are saved automatically.
To use an existing template:
Click Templates in the OneSpan SignToolbar.
Click the template you want to use.
Optionally modify the template to suit your needs.
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