Templates
Templates can be used in SIGN8 to save time with standard documents. You can also use templates for bulk mailing. You can find out how to use workflows with a template in this chapter.
Open my templates
Step 1: Select the "Templates" area on the left-hand navigation bar.
Step 2: By clicking on the left arrow in the table row, you can see the files used for the selected template. On the right-hand side of the table row, you can either view, edit or delete the template.
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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. ...Workflows with template
In SIGN8, you can create templates that make it easier for you to send standard documents even faster. How you can create a template is described here. You will need at least one template for the following section. Start a new workflow Step 1: Log in ...