Templates assist in the quick creation of documents. They include specific fields, such as name, date, email and others, which can be filled out before sending for signature. These templates are ideal for contracts, receipts, and documents that require fast and customized completion before being sent.
Below are instructions for creating and using a template. Select the corresponding menu to access the desired information.
Creating a template
Creating a template
Access template creation: In the document creation section, click on New Template in the document creation tab.
Customize the template: Use the formatting toolbar to adjust the text (bold, italic, alignment, etc.).
Adding fields: Select the words that should become variables after drafting the document. Then, click on Add Fields. The selected words will be highlighted, and the corresponding option will appear in the side form:
Form View: In the example shown below, a receipt has been configured with dynamic fields, such as:
Name
Email
Address
Save the template: After configuring the document and fields, click Save:
Using a template
Using a template
Select the template: In the document creation section, choose the template you created.
Fill out the form: The fields configured in the template (e.g., name, address, etc.) must be completed before generating the document.
Once the fields are filled, click Next. The document will be generated and ready to be sent for signature.
The forms must be filled by the creator of the document. The signer won't be able to fill them.