Role Based Document Templates

Created by Jamie Heindl, Modified on Mon, Aug 7, 2023 at 11:45 AM by Jamie Heindl

Sending documents is faster and easier with role-based templates.  You can customize standard document templates with any role to be used later in just a few clicks.  

Start by selecting "Standard Signing Templates" and uploading the document that you wish to turn into a template.  

Click "Add Role" in the right panel.  Give a name to the new custom role and assign a color from the color pallette.  

Select the fields you want to assign to the role and choose whether to make them required or not.  

When you select the template to use add a recipient and choose which role the participant will sign as.  

If you also need to sign the document, you will automatically be listed in the dropdown as a Preparer.  Any field assigned to this role will be automatically assigned to you.  

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article