Create Templates
Creating templates for frequently used documents can be a helpful way to increase efficiency. These templates can be easily modified. Additionally, sharing them with your team can further streamline the process.
Step 01:
Click the '+' icon, then select the 'Create Templates' button to create a new template.
Step 02:
Drag and drop the agreement file, and upload the 'Appendix Document' by clicking the upload button.
Step 03:
After uploading the files, the 'Document Case Name' will be auto-generated. You may amend it if needed.
Step 04:
Under 'Add Recipients', click on 'Select Role' and choose the role from the dropdown list.
Step 05:
You can choose 'Template Originator' if you are unsure of the recipients, or 'Permanent Recipients' to fill in the recipient details.
Step 06:
You can also click the 'Add Recipient' button to add more recipients.
Step 07:
Toggle 'Signing Order' on/off to choose between Sequential Signing or Parallel Signing workflows.
Step 08:
Adjust the signing order by dragging and assigning accordingly, or by changing the sequence number.
Step 09:
Users can check 'Need to view' to opt out of the signing order for the Observer role.
Step 10:
Select recipients from the drop-down list. Each color represents a different recipient.
Step 11:
You have successfully created a template.
Step 12:
You can find the templates in your templates list.
