Create a Template
Create a Template
A Template is an RSign document which is prepared once and is reusable. When a template is accessed by a signer, previously saved form field controls will appear in the location they were originally set. A static link is a URL which allows any person that receives this URL the ability to fill out and complete the RSign Document associated with that static link.
Template settings apply to:
- The underlying document.
- The applied form fields.
- Pre-set options and settings and workflows.
- Pre-set signing roles (examples: landlord/tenant, agent/insured, customer).
- Pre-set email subject and body.
Create a Template
- To create a template, press the TEMPLATES tab and click Create Template.
- Choose your preferences using the options below (sample below).
- Name: Name the template.
- Description: Assign a description to the template.
- Allow Template Editing: This setting determines if you will be able to make changes to an individual template when creating an envelope.
- N (default): When a user accesses the template from the Send tab he or she will not be able to edit or change it.
- Y: When template is accessed in the Send tab, it can be customized or changed for each envelope.
- Create Roles: A Role is the type of signer that will complete the template.
- Click + Role.
- Add the role of the signer. Example: Company Manager.
- Select the signing order.
- Attach Files.
- Press +Document.
- Attach the document(s) to be set as the template. Note, multiple documents may be added to Template by clicking the +Document again.
- The ADD MESSAGE section stores the subject and body text which is sent to all recipients of an envelope that uses this template. If the feature Allow Template Editing is set to Y, the email body may be modified prior to sending the message.
- Click Next
- Prepare the document by dragging and dropping the form field controls onto the desired location.
- Hover the mouse over Save As and click Template.
- You will be brought to the TEMPLATES Tab.
- Click the icon to view the template details.
- Template table details:
- Code: Unique code assigned to this template.
- Name: Template name.
- Description: Template description.
- Type: Template type (Template or Rule).
- Created Date: Date and time the template was created.
- Link: Click to generate the static link for this template.
- Edit: Click to edit the template (available if permitted during template creation).
- Delete: Click to permanently delete this template.
- Share (not shown): If the you are using RSign within a company, you have the option to share this template with RSign users within the company.
Send a Document using the Template Feature
- Click + Template.
- When + Template is selected, on the list of templates appears in a pop-up window. Check the box of the template to be sent.
- Make any modifications to the Envelope if the setting Allow Template Editing was set to Y when the template was created.
- Assign the name and email address to people who you would like to receive the document, corresponding to the correct role.
- Press Next, you will now be guided to “Step 2: Prepare.”
- Review the document and make any modifications if template settings allow for it.
- Click Send, your document is now sent.
User Experience as a Signer: Signing a Document Sent as a Template
- This is an example of the signing experience and can vary dependent on settings and number of signers.
- this example is using two signers who are signing sequentially.
- Signer 1: Open the invitation email and click the View & Sign Document.
- Press Submit.
- After the Submit button is clicked, the signer will have completed the process and will be directed to a webpage that is either determined by the organization that created the template or an RSign page that will confirm the process is complete.
- The email is sent to the second signer if Sequential Signing is selected while creating the template.
- The second signer completes the portion of the document that is assigned to him or her.
- The sender and all signers will receive an email with instructions on how to retrieve the signed and completed documents.