Manage Templates
TezSign users can manage their templates on the templates list. These templates, which can be easily modified for frequently used documents, are a helpful way to increase efficiency. Additionally, transferring ownership or sharing them with your team can further streamline the process.
Step 01:
Toggle between different tabs to view the document status list.
Step 02:
Search for documents by document name or click on the 'filter' icons.
Step 03:
Narrow down your search by selecting a date range spanning the past 12 months.
Step 04:
You can click the 'Select' button to take action. Choose 'Add to Favorites' to add it to your Favorites list.
Step 05:
Select 'Share' to share the template with your team members.
Step 06:
Manage access by allowing users to view or edit the template.
Step 07:
Select 'View Activity' to see the template activity log.
Step 08:
Select 'Transfer Ownership' to transfer the template ownership. The transfer will be pending until the third party accepts.
Step 09:
Create a new folder to organize the templates list.
Step 10:
Select the folder.
Step 11:
Move the template into the folder.
Step 12:
Move the template into the folder.
