How do I create a Document template?

Document templates are templates that save the position of different tags to use on a document. You may or may not associate a document with the document template. A document template can be created from the Templates page.

• On the Templates Page- Click the Documents tab.
• Attach a document (optional). If you are using a PDF that contains pre-existing form fields, you can map it to signers. Each fillable form field can either be assigned to a signer or left unassigned to be filled by any signer and no one in specific.
• Select a signature policy.
• Choose the accessibility of your document template. You can either make it Public, Private or Group.
  • Private – only you may use the workflow.
  • Public – other Custodians may use the workflow however they will not be able to edit the template, only you may edit it.
  • Group – Workflow will be available to the Custodian members of your groups
• Drop the signature tag(s) for the first Signer placeholder (you may add additional signer placeholders as needed).
• Click Save on the top right corner.
• Name your template to be saved and used in future.
• It shows a success message and this template will now be visible under ‘Templates’.