Create a Process Template to save time on repetitive tasks. You can predefine recipient roles, signature field placements, and automation settings, then apply these templates to various documents.
To manage your templates, navigate to the Templates page from the left sidebar.
How to Create a Process Template Without a Document
If your process (recipients, roles, settings) remains the same but the file itself changes every time, follow these steps:
- Navigate to the Templates page and click the + Template button.
- Enter the recipient data, define their roles, and select authentication methods if needed.
- Fill in all recurring details, such as reminder frequency or the destination folder.
- Name your template and click Save.
To use it: Click "Use Template", upload your new document, place the signature fields, and send.
How to Create a Template with Pre-set Signature Fields
If you want the template to remember where the signature fields are located, use this method:
- While creating the template, upload a sample document once to define the field coordinates.
- In the template settings, check "With other (similar) file". This allows you to upload a new file each time you use the template.
- Go to the next page and drag the signature fields to the desired locations on the document.
The system remembers exact (X;Y) coordinates. Therefore, the page count of any new document you upload should match the original to ensure fields are placed correctly.
Automatic Field Placement
If your document's page count varies, we offer solutions for automatic placement:
- Placement on the Last Page: In the field settings, enable the option to always place the field on the last page, regardless of the document's length.
- By Keyword: Specify a unique word (e.g., "Signature 1"). The field will automatically locate this text in the document and place itself below it. This option is available only for signature fields.
When using a keyword, the signature field will appear in every location where that word is found. Ensure the keyword is unique and correctly placed within your document.