Creating, Using and Deleting a Template
Templates enable you to send documents more quickly, especially if you frequently send the same type of document.
Here's a rundown of how you can create and use a template (and send it as a document):
To begin setting up your template, you need to upload a template by clicking on the "New Template" button from your Templates dashboard (separate from your Documents dashboard):
Once your template has been uploaded, you'll be prompted to add placeholders for the template. Specify what placeholder title to use (Contractor, Client, etc.):
Once you’ve added your chosen placeholders and clicked "Save", the document will open.
From the left, you can select a field and then click on the line of your document where you'd like to place the field (or drag and drop the fields, as a matter of preference):
You can specify which placeholder needs to fill out each field by clicking on the drop-down arrow next to the placeholder name:
The different field types are TextField, DateField, Signature, Initials, and CheckBox.
Once you're done adding fields to your document, click on "Finish Template," set the sending details for the template, and click "Save Template.":
There are two ways to use templates and send them as documents.
#1: Use Templates From the Templates Page
You can use a template that you have created by going to the Templates section and clicking "Use":
You'll see 3 options, Use Template, Get Template Link, and Sign In Person. To send your template as a document (directly through SignWell, one document at a time), click "Use Template":
From there, you can select one or more of your saved templates:
Once you do that, click "Continue" and upload your document. You can then choose to upload another document or to replace the template file with another file:
Hit "continue" again, and you'll be prompted to fill in the contact details for each of the placeholders that you previously assigned fields to in your template:
From there, you'll be taken to the preview page to add additional sending and document settings.
#2: Use Templates From the New Document Modal
The second way that you can use templates is to click on the "New Document" button in your Documents dashboard:
Next, click on "Use a Saved Template" to pick your template:
After that, select the template(s) you would like to use and fill in the placeholders with the appropriate contact information.
The rest is simple - your template is ready to be sent!
Update Or Make a Copy Of Your Template
To update or make a copy of your template, click on the "Update" or "Create a Copy" option from the drop-down menu at the end of the template's row:
You can replace the original template file with a different one, and the system will keep your placeholder fields so that they are already placed on the new template:
You can also update your template with additional files by clicking on the "Add Document" button:
When you make a copy of your template, all of the data entry fields and the sending defaults that you had set will also be copied into the duplicate version of the template:
How to Delete a Template
To delete a template, click on the dropdown menu to the right of the template and click on " Delete":
A pop-up message will appear asking you to confirm your decision to delete the template, as it will permanently delete it, and it cannot be recovered after you click "OK":
Please view the linked tutorials to learn how to get the template link or how to sign in in person.
If you require further assistance, please don't hesitate to contact us at support@signwell.com.