Utilizing Signeasy Templates streamlines your signature processes by allowing you to generate and store documents preconfigured with Document Fields. This enhances efficiency and speed in your signature workflows. Business Pro Plan users can create unlimited number of templates, while Business Plan users can establish up to five templates per account for effortless template reuse.

How Do I Create a Template?

Follow these steps to create a new template in SignEasy:

1. Access Templates - From your SignEasy home screen, navigate to the Templates section.

2. Create a New Template - Click the Create Template button located in the top-right corner or centre of the screen.

   

3. Upload a Document - Upload the document you want to use as a template.

   

4. Assign a Role - Select the appropriate role for this template. For example, choose HR if the template is intended for the HR department or any other department or user.
   

5. Proceed to Template Fields - Click Next and wait for the document to finish loading.

6. Add Template Fields - Drag and drop the necessary fields onto the document. Common fields include:

   Signature

   Name

   Date

   You can add additional fields as needed for your specific use case.

7. Finalize the Template - Once all required fields are added, click Create Template to save and finalize your template.

How Do I Edit a Template?

• Choose "Templates" from the left side of your dashboard. Then, select the three-dot menu located on the template that requires editing.

• Select Edit from the drop-down menu.

  

• By clicking on Edit,  you will be redirected to the template edit page. Here, you can do different changes to the template such as

  • Add another role

  • Remove a role

  • Set or Remove a Signing Order

  • Replace a document of the template

  • Rename Template

  • Update the Email subject.

  

• After making the required changes, click on Edit Fields to navigate to the next page. Here, you can add or remove any annotation fields. Once done, click on Save Changes to save the edited template.

• You can save the edited template as a copy without affecting the original copy of the template by clicking on the three-dot menu next to Save Template and selecting Save As Copy.

  

How do I send a Template for signature?

• Click the template title and select Send for Signature.

  

• Enter the signer’s name and email in the preset roles. You can also include observers or optional messages to signers.

  

• By utilizing Signeasy Templates, you can bypass the need for field assignment. Instead, you can verify the roles to confirm their accurate assignment to the appropriate signatories. To initiate the signature request, simply click on the Next option located in the upper right-hand corner.

  After the Signature Request workflow has been sent, it will become visible on your dashboard, similar to any other signature request. The Template will be stored within the Templates section of your dashboard, ready to be reused whenever necessary.

How do I differentiate my Signature Requests?

As you send more requests using your templates, you may quickly find yourself overwhelmed with a list of requests that all have the same name. To help with this, you can rename the template/request right from the Request Signature workflow, giving you an easy way to differentiate between your pending requests.

• To separate your requests, use the Rename function from the workflow screen to assign them a unique tag or a completely different name if you prefer.

  

•  Single-role completed templates will automatically include the signer's name on the title of the finalized document.