What is a template?
A template is actually a prepared transaction. Templates are used for transactions of which the content is always (partly) the same. For example, in a template you can already set the number of recipients, set a reminder schedule, upload documents and add text fields to the document.
What are templates for?
A template is best used for documents that are used more often and in the same way. You can set default recipients for a transaction, or set default signature fields or text fields, so that you don't have to add them every time you create a new transaction. An example is a payroll tax form (see example below): the same information is entered in this document by default, always in the same places. Only the person filling out the document changes, but the type of information that must be entered remains the same.
Create a template
Click on "Templates" at the top of the screen.
In the next screen you have the option "create new template".
Set the desired settings. Entering a name is always required.
Select the file you want to create a template from. Then create this document with signature fields, text boxes, etc. When you have added all fields, click on "Save".
Under the heading "Templates" you will see a list of the templates you have already created and the shared templates of others. You can choose one of these templates if you want to use it as the basis for your new template.
You can also choose to share the template with other users within your account. You can also indicate whether you want to enable face-to-face signing for this template so that the transaction can be personally signed by all signers on the same device. Finally, it is possible to set that the transactions created with this template can first be viewed before you complete the transaction.
You can also add recipients to a template. If a certain person always signs in a certain process, you can already add this recipient to a template. For example, an internal receiver that is always the same. Click on the figure and choose 'Recipient'. You can now enter the details of this recipient.
If you are a regular recipient in this process, you can add yourself as recipient in the template. Click on the figure in choose 'Myself'.
If the recipients differ each time, you can choose a 'Place designation'. You can already give settings to this placeholder, for example the request for attachments or a personal message. You can also set the signing order already. When you start a transaction and choose the created template, you can replace this placeholder with a recipient. Then you know to whom the transaction is addressed.
Using a template
You can use a template when you create a new transaction.
When creating a new transaction, you simply choose a template from the drop-down list: "Use template". This list shows the templates created by you and all templates created by other users and marked as shared.
Do you have questions about creating and/or using a template? Contact us. This can be done via email@example.com or 085 303 36 76.