Create templates

Create templates

You can create templates in a similar way to "normal" workflows. Please note that templates are available from the Business subscription onwards.

In this tutorial, we have recorded step by step how you can proceed when creating templates. Alternatively, you can also read the following article. 

Step 1: Log in to your SIGN8 account and access the template function. You will find this on the left-hand navigation bar. 

Add a new template

Step 2: Now click on "Add template".


Step 3: The creation of a template begins with general information. There is only one mandatory entry, namely the name of the workflow. Additional fields are:
  1. Expiry date: The workflow must be signed by this date. If this is not the case, the workflow is considered "Expired" and has therefore not been successfully completed. No further signatures can be added after the expiry date. In contrast to normal workflows, you specify a time period here.
  2. Visibility: You can select a team in the Visibility tab. The functionality of teams is explained in the following chapter.
  3. Description: Optional text to describe the workflow. This text is displayed to the recipient during the signature process.

Add roles

Step 4: In the next step, add the roles to your template. Roles are placeholders for the subsequent recipients of the workflow. As with contacts, you must assign a signature or seal type to a role and can set whether the recipients should sign sequentially or in parallel.

With sequential dispatch, the participants are invited to the workflow one after the other. On the left-hand side of the table, you will find an element with which you can change the position of the persons via drag & drop, as well as information about the person's current position.
With parallel dispatch, all participants are invited at the same time. This means that there is no sequence for signing/sealing.

Upload documents

Step 5: In the next step, you must upload the PDF documents. To do this, click on the "Select document" button or drag and drop the desired documents into the field.

Step 6: Click on the pen icon to open the Editor. 



A template must contain at least one document, but a signature does not have to be stored on every document. For example, you can also store attachments in a workflow.

Edit documents

Step 7: In the centre area of the window, you can select various tools to edit your PDF file. Please note, however, if the file has already been signed or sealed. These may only be signed again. If the file is changed in any other way, this will destroy the existing signatures.

In the right-hand corner of the editor, you will see two buttons that provide special SIGN8 functions. Click on the "S" symbol to select a tool to place signature fields. By clicking on the desired position, you can then select the corresponding placeholder and then position the field as desired. By clicking on the second button in the top right-hand corner, you can place input fields on the document for the recipients to fill in.

Save your changes by clicking on the "Save" button.



Summary

Step 8: In the last step, you will receive a summary of the template. You can check the documents again by clicking on the eye under the Documents tab.



Step 9: Now save the template so that you can use it. The use of templates is described in this chapter.


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