How do I create a 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’.