Configure access for users to create reusable library templates and share them with their group or account.
Overview
For users who frequently send boilerplate agreements, the ability to create a template can be a massive improvement to the speed at which agreements are created and the consistency of the resultant agreement after the signatures are applied.
Templates allow a user to predefined the fields and signature placement, reducing (or eliminating) the time used to customize an agreement for each customer.
Taking the time to fully define a template with properly named and validated fields has multiple advantages, particularly if data exports are used to understand data trends in your forms.
Availability:
Library templates are enabled by default for individual and team-licensed accounts
Enterprise license plans can expose template creation to users or reserve the ability to administrators only.
Configuration scope:
The feature can be enabled at the account and group levels.
Best practices
For accounts that have enabled Users in Multiple Groups, consider creating one group designed for building templates. Then, provide a limited number of users with membership to that group so they can design the library documents that the other groups require.
- Allowing everyone to create their own templates opens the door to user-driven variance in boilerplate documents and a lack of version control.
- Additionally, if too many users can create and share templates, you introduce the risk of having multiple versions of the same document and general bloating of the library.
- Having a smaller dedicated group of users designing all templates ultimately establishes consistency in how the templates are built with respect to field configuration, which greatly improves reporting downstream
The configurable options are:
When this option is enabled for a group, the option to Create a reusable template becomes visible on the user's Home page.
If the option is disabled, the Create a reusable template tile is hidden. This does not impact existing templates, it only blocks the creation of new templates.
By allowing your users to share their templates to the account, you can leverage your user's invested efforts to create their own templates for your entire organization.
When disabled, non-administrative users can only create agreements for themselves or their groups.
When this setting is enabled, administrators can share a template with multiple groups, including those they are not members of. The shared template is a parent template accessible by all assigned groups. Any updates to the parent template apply to all groups that have access.
When disabled, administrators can only grant usage for themselves, one of the groups they are members of, or the organization.
When enabled, non-administrative users can share the templates they create with one or more groups in the organization. Membership to the group is not required.
When disabled, non-administrative users can only grant usage for themselves, one of the groups they are members of, or the organization.
