Managing Templates
All of your templates can be found in the Templates section of the menu, where you can group and organize them into different categories for better navigation.
Right click on a template to access a contextual menu with available actions.
You have the option to switch between Grid View and Table View when browsing through your templates.
In Grid View, you will get a quick thumbnail overview of all templates while Table View shows you the type of roles/signatories and other participants of the eSigning workflow, both internal and external.
Preview Templates
By clicking on a template, the template preview screen will appear. You can view the content of the template and select actions from the dropdown menu.
Available Actions
Sign in bulk
Use the template to send multiple signature requests at once.
More about bulk signing here.
Edit template
Easily make any modifications necessary for an existing template (workflow participants, names and roles of signatories, signature and other fillable field placeholders, what’s mandatory or optional, etc.).
- Right-click on the template you need to change and select Edit.
- You will then be able to edit all important settings as if you were creating a new template.
Rename
Change the name of the template.
Create document
Just like you can create a template out of a document, you can create a regular document out of a template. Any fields and settings will be removed.
Duplicate
Create a copy of the template.
Download
Download a PDF version of the document from the template. Fields will be removed.
Lock Template
Availability: Business and Enterprise
When using eSigning templates with other members of your team or organization, decide whether you want the recipients to be able to make changes to the template during the signature process or not.
Use the Lock template button so that other recipients cannot add or remove signature or other fillable fields, setting a firm standard and ensuring compliance across all signatories.
Once the template is locked, it will gain a green locked label. You can then navigate to the dropdown menu and Unlock template at any time, should you change your mind.
Change Category
By default all the templates are saved to the “root” folder of the Template library without any template category assigned.
If you would like to add or change the Category of your template,
- Select a template
- Right-click on a template and choose Change category, from where you will be redirected to the Change category window. Alternatively, select this action from a dropdown menu.
- In the Change category window, you can create a New Category or choose from already existing categories. By clicking on Move, your template will be moved to the selected category.
Share Template
Availability: Business and Enterprise
Share the template with other members or teams.
More about sharing templates here.
Delete
Unlike documents, templates are not moved to Trash from where they could be recovered. Upon deletion, templates are removed permanently.