Creating & Using Templates

Templates enable senders to save the common attributes of a transaction for reuse.

The rest of this section describes:

• Creating a Template

• Using an Existing Template

Creating a Template

A template can be created either from scratch, or from an existing transaction.

To create a transaction template:

1. Select a document to include in a transaction. You must first select a document to enable the actions in the ribbon bar.

2. From the toolbar, click Templates.

3. Click New Template.

4. Give the new template a Name and optionally a Description.

5. To share the template with all senders in an account turn the Shared template toggle on.

   • Optionally, click Advanced Options to specify:

     • Language — The transaction's language

     • Email Message — An email message for all signers

     • In Person Signing — Check this option if you want the signers to sign in person.

     • Review After Completion — Check this option if you want to review the transaction and its documents before marking it as Completed.

6. Click Create.

7. Click Add Document to add documents to the template.

8. Click Add Signer, to add signers and/or signer placeholders to the template.

9. Click each document to access the Designer view, and insert Signatures Boxes and fields. The placement of those boxes and fields is saved automatically.

Using an Existing Template

To use an existing template:

1. In the top navigation menu, click Templates.

2. Click the template you want to use.

3. Optional: Modify the template to suit your needs.