Creating and Managing Templates

Modified on Fri, Jul 19 at 3:04 PM

If you find yourself using the same document repetitively, you can easily create and store document templates on the MyeSign platform. We makes it easy to create templates from within the MyeSign platform. There are two ways to create a template:

From "Start Signing" Process:

From the dashboard start the signing process following the normal process outlined in the Sending a Document for Signature article.

When you get to the part where you are setting up and assigning fields to the signers in the workflow, you can save the document as a template at anytime by clicking the "Save as Template" button above the left hand fields panel of the document.

You can change the name of the document by clicking the "pencil" icon at the top of the document just below the progress stepper.

From the Template Creation Module

From the dashboard click "Templates" in left user panel, then click on "Create Template" in the top right corner or drag and drop a document to the drop zone in the middle of the screen. You can also click the "Browse" option in the middle of the screen to search for a document.

You will see you have two choices to create a template:

Standard Template - This is the normal signing process. You can choose parallel or standard signing order and create custom roles to use within a standard template.
Bulk Signing Template - This allows you to set up a template for a document that can be sent to multiple recipients and then receive a unique, signed document in return from each participant.

Upload a document from your local drive, Dropbox or Google Drive and click Continue in the top right corner.

In the Template Signature Setup screen you have many flexible option for adding Recipient Roles and Types to your document:

If you only know the Recipient Role and type the document requires, you can simply give the recipient role a name and assign a type (signer, copy, etc.)
If a recipient must always sign in person, you can set this feature in the template by checking the "Sign In-Person"
If someone in the process must always be a signer of the document when the template is deployed, you can enter their name and email address, as well as determine their signing order.
If a copy of the completed document must always go to a certain person, you can add that person into the workflow with a Copy Type.

Setup document fields and assign them to the recipient Roles you created in the previous step. You can also rename the template by clicking the "pencil" icon to the right of the title. When finished, click "Continue."

Managing Existing Templates

You can manage templates from the Templates module by clicking the three dot menu to the right of the template. You can also delete the template or use a template any time by clicking the "Use Template" button.

Note: If you are part of a team account, you will not be able to edit templates to locked templates that have been shared with you.

You can view your templates in grid format by clicking the "Grid" icon to the left of the "+Create Template" button.

Shared Templates

If you are part of a team you can create, manage and share templates with your whole team.

Follow the steps above and in the Template Signatory Setup screen you can choose to lock a template to prevent team members from making changes to the template when it is deployed.

Once created you can share the template by either clicking the three dot menu and clicking "Share" or Choosing "Full Information" and toggling the "Share" toggle.