When do I use the Templates page?

ePak Custodians use the Templates page to create and modify Workflow or Document templates The Templates page can be used to

• Create workflow templates to be attached to ePaks on the Compose page.
• Edit an existing workflow template.
• Delete an existing workflow template.
• Select workflow settings like Signing Certificate policy, accessibility, workflow states, signers/reviewers, special instructions, tags etc.
• Create a Document template.
• Edit an existing Document template.
• Delete an existing Document template.
• Choose Document Template settings like accessibility, signing certificate policy, signature tags and map the tags to signers.