To create a library template, navigate to the Home tab, then select Create a reusable template
Последна актуализация на
12.11.2024 г.
Overview
Library templates allow users to create reusable, interactive documents. These documents can be as simple as one signature field (like a non-disclosure agreement) or highly complex forms (like tax/onboarding documents).
Anywhere you use the same file to define an agreement, you can create a template that speeds delivery of the document to the signer, ensures consistency in the final signed contract, and passively ensures your team is always using the current document version.
Templates can be defined in two ways: Form Field Layers and Documents.
- Form Field Layers are just the fields applied to the uploaded file. Ideal for companies that dynamically build contracts with custom content but in a standardized format. Just upload the file, and apply the field layer to place all fields in a few clicks.
- Documents include the base file in addition to the fields. Boilerplate documents that don't have dynamic content work best here, like tax forms, applications, and non-disclosure agreements.
Бележка:
The user that creates the template is the owner of the object.
Only the owner can edit the template or adjust the Permission level unless the template is shared with their Group or Organization.
- If the template is shared with the Organization, then Account level admins can edit the template in the Shared Libraries section of their admin menu.
- If the template is shared with the Group, then the admins for that Group can edit the template in the Shared Libraries section of the admin menu.
- Account-level admins also have access to all documents shared with groups.
Ownership of a template can be transferred to another user by account level administrators or the group level admin over the original creator.
Create a library template
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The Create a Library Template configuration page loads.
Enter the name of your template into the Template Name field.
If you do not explicitly enter a name for the template, the field will adopt the name of the first document added.
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Drag and drop your files into the Files section, or select the Add Files link at the upper-right corner of the Files field to browse your system.
Multiple files can be attached to build one larger template if desired.
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Configure the Template Type:
- Reusable document - This option saves the full document, content and form fields
- Reusable form field layer - This options saves just the form field layer to be applied to a different document (different content with the same layout)
- Both - Both types of templates will be available
Бележка:At any time you can change the type of template by editing the template properties.
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Configure Who can use this template.
This setting will grant access to the template based on the uploading user:
- Only me - This option will only make the template available to the uploading user.
- Selected Groups (Enterprise only) - Enterprise accounts have the option to associate a template with multiple groups. If the option is not available to you, contact your administrator to request the option be enabled.
- Any user in my group - Setting the template at the group level will create a logical association between the template and the group the uploading user is currently part of. All members of the group will have access to the template.
- Moving the user who uploaded the template to another group will not break this template-group association.
- The template is made available to edit for the account-level admin and the group-level admin of the user's group in the Shared Libraries menu.
- Changing the Group relationship of the template will remove it from access for the previous group, but will not impact agreements that have already been sent using the template.
- Accounts that have Users in Multiple Groups enabled will have a dropdown field to select the group the template should be related to when sent.
- Any user in my organization - Every user in the account will have access to use the template.
- The template is made available to edit for the account-level admin in the Shared Libraries menu.
Бележка:The owning user of a template can always delete the template.
The owning user and the group/account admins can edit the template.
Other users can manipulate the template after it has been applied to an Agreement by selecting Preview & Add Signature Fields during the send process. This edits the properties of the template for the discrete agreement, and does not change the root template.
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Select Preview & Add Fields to send the template to the authoring environment.
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The Drag and Drop authoring environment opens. Drag fields from the right rail onto your document in the desired places.
Бележка:All fields placed are assigned to the first recipient by default. You can change who the placed fields are assigned to by accessing the Recipients drop-down list and changing the selected recipient.
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Save the template when you're done.
