Use document templates to send an agreement

A Library Template is a reusable template of fields that have been placed. They are either saved as a Form Field Template, or a Library Document. The creator of the Library Template can set the permission level to determine who has access to use and send these templates.


Starting a transaction from the template on the Manage page

From the Manage tab, you can start a transaction using a template by selecting the template and clicking the Use Template link in the right rail options.

Use a template from the manage page


Attaching a template from the Home page

On the Home page, ther eis an option to Start from library.

Clicking this button opens a file selector that allows the user to select either a Template or Workflow to start the send process.

The Recent tab shows the 20 most recently used Templates, with the most recent at the top.

After selecting the Template (or Worklflow) and clicking Start, the user is moved to the Send page with the template already attached.

Attach form the Home page


Attaching a template during the Send process

To use a library document, click the Add Files link, and then click the Library Documents link.

Attaching a library document to an agreement

You can then check the boxes next to the documents that you want to attach, and click the blue Attach button. This document and its fields are then attached to this transaction so it can be easily sent.


Form Field Templates

  1. Click the Send tab, add your recipients' e-mail addresses, name the transaction, add a message, and upload or attach the documents that you want to send.
  2. Select the box labeled Preview & Add Signature Fields.
  3. Click the blue Next button.
The Preview option enabled

The drag-and-drop Editing screen opens, so you can place various fields on the document, or you apply a previously saved Form Field Template.

To use a Form Field Template, click the Field and Page icon in the upper-left corner of the screen.

The Template option on the Authoring page

Choose which Form Field Template to apply, and what page to start the Template on.

When you are done adjusting or placing the fields on the document, click the blue Send button in the bottom-right corner of the screen to send the document, with those fields placed.

Note:

It is possible to use multiple Form Field Templates on a single document. Simply repleat the steps to apply a Form Field Template for each one you want to use, and all the fields appear on the document.

Note: Be careful you don't have overlapping fields when multiple Form Field Templates are applied.