As requested by many of our users, Sign.net now enables multi-signer documents to be set up as Templates, so you can now set up commonly used documents like Sales Agreements as templates.
What is a Template?
The Template feature allows you to set roles and fields on a document. Any user within your organisation will then be able send a document from the template just by assigning recipients to each role. You and your team can save time from repeatedly preparing a document for signature.
Templates are ideal for commonly-used documents that are frequently sent out to different recipients. The use of templates also allows the administrator to standardise the document workflow across different senders within the organisation.
How does Templates differ from the Document Workflow?
The key difference between the usual document workflow and templates is that you will add placeholder roles instead of recipients on the document.
The Template Creator can also set certain settings on the template, like a signing order or assign a recipient to a role on the template level, which will then be applied to all documents that are generated from the template.
Similar to the main document signing workflow, documents completed from Templates will also be accompanied by an audit trail and sealed with the Sign.net certificate.
How to Set up a Template?
Here is a brief overview of the process:
I. Set Up Template
II. Send Document from Template
III. Recipients Sign Document
How to Set Up URL-Sharing for Single-Signer Documents?
For Single-Signer Templates, you can still enable the URL-sharing function as available on our previous template tool. This was a feature that many of our users liked, as it is easy to integrate the URL in their emails or websites as part of their user onboarding workflow.
I. Set up Template and Share URL
II. Recipients Sign Document
Here are the links to resources on our Knowledge Base to help you get started on creating your first templates.
Need More Templates?
Each organisation account comes with a limited number of templates that is shared amongst all users in the organisation. If you would like to purchase more templates, please contact us at [email protected].
Planned Enhancement Features to Templates
We are working on adding more features on Templates, including
Feedback or Support
If you have any questions, require support or have any feedback or feature requests, please reach out to us through any of these channels:
Try Out Templates on Sign.net Business Plan
Templates is a feature available for users on the Sign.net business plan. If you would like to try it out, or know of anyone who can can use the Templates tool for workflow automation, we would invite you or your friends to sign up for a 45-day free trial on the Sign.net Business plan today.