What are Document templates and why would these be needed?

  

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.

 

Just like workflow templates, document templates also improve efficiency and save time. These are apt for situations where documents of same format are sent repeatedly with signature required at the same position. Such documents may also have several pages which a custodian has to scroll through every time before placing a signature tag. Thus, using a document template saves you from dragging and dropping the signature tags after scrolling through all the pages. The custodian needs to do it only once and then save it as a template to be used every other time for documents of the same format.

What are Document templates and why would these be needed?

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.

Just like workflow templates, document templates also improve efficiency and save time. These are apt for situations where documents of same format are sent repeatedly with signature required at the same position. Such documents may also have several pages which a custodian has to scroll through every time before placing a signature tag. Thus, using a document template saves you from dragging and dropping the signature tags after scrolling through all the pages. The custodian needs to do it only once and then save it as a template to be used every other time for documents of the same format.

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