Creating & Using Templates
- 14 Oct 2024
- 1 Minute to read
- DarkLight
- PDF
Creating & Using Templates
- Updated on 14 Oct 2024
- 1 Minute to read
- DarkLight
- PDF
Article summary
Templates in OneSpan Sign allow senders to save document package attributes for reuse. Templates can be created from scratch or from existing packages. To create a template from scratch, click Templates, then Create Template, name it, add documents and signers, and customize as needed. To use an existing template, select it from Templates, modify if necessary, and proceed.
Did you find this summary helpful?
Thank you for your feedback
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.
Was this article helpful?