As an RSign user, you may need to send the same document or form for a signature to different recipients as part of your workflow. To do this you can create a Template which, once created, you can send to signers without having to create a new document each time. This will save time and streamline your workflow.
Create a Template
1. To create a template, press the TEMPLATES tab and click Create Template.
2. Set the options (sample below):
a. Name: Name the template.
b. Description: Assign a description to the template.
c. Allow Template Editing:
i. N (default): The template is locked down and may not be edited within the send tab or when sending.
ii. Y: The template may be edited or amended in the Send tab. The template works as a preadded document with already placed form fields, but can be modified further.
3. Create Roles. A Role is the type of signer that will complete the template.
4. Press + Role.
5. Add the role of the signer(s). Example: Current Owner, New Owner.
6. Select the signing order.
a. Sign on a first-come basis.
b. Sign in sequence. Click the Sign in Sequence
7. Attach Files.
a. Drag the document you wish to upload onto the whitespace under “ATTACH FILES”'
b. Or, click + Document.
8. If you clicked +Document Select the drive of the document(s) you wish to set as the template. Multiple documents may be added to a Template.
9. The attached document(s) will appear in the ATTACH FILES section.
10. The ADD MESSAGE section stores the email subject and body which is sent inside the email to the signers requesting a signature. If the feature Allow Template Editing is set to Y, the email body may be modified prior to sending the message.
c. Enter the exact subject and email body that you would like to use.
11. Press Next.
12. Prepare the document by dragging and dropping the form field controls onto the desired location.
13. Hover the mouse over Save As and click Template.
14. The you will now be returned to the main page of the TEMPLATES Your template will appear under “Personal Templates”.
15. Click the } icon to view the template details.
d. Template table details:
i. Code: Unique code assigned to this template.
ii. Name: Template name.
iii. Description: Template description.
iv. Type: Template type.
v. Created Date: Date and time the template was created.
vi. Link: Click to generate the static link for this template (optional feature).
vii. Edit: Click to edit the template.
viii. Delete: Click to permanently delete this template
xi. Share (Not : If the user is within a company, the Template may be shared with others in the that account.)
1. Share Template/Rule setting must be enabled to share a template or rule
2. Clicking the Share link to share the template with others within a customer account
Send a Document using the Template Feature
1. Click the Send tab.
2. Optional: Make any modifications to the Options if the setting Allow Template Editing was set to Y when the template was created.
3. Press the +Template
4. When +Template is selected, on the list of templates appears in a pop-up window. Check the box of the template to be sent.
5. The uploaded documents will appear in the ATTACH FILES panel with the file name and document size.
6. Add the recipient name and email address in the Name and Email fields in the correct Role.
7. Modify the subject and email body if applicable.
8. Press Next
9. Review the document.
10. Press Send.
11. You will be returned to the main page of the MANAGE tab.
Signing a Document Sent as a Template
1. This example has two signers.
2. Signer 1: Open the invitation email and click the View & Sign Document button.
3. A new tab will open in the signer’s default web browser with the document visible.
4. The signer then clicks Submit.
5. After the signer clicks Submit, he or she is brought to a page informing him or her the signing process is complete. Note, the user has an option to direct the signer to another website with some plans.
6. Signer 2: The sender receives an update email after the first person signs the email.
7. The email is sent to Signer 2 if Sequential Signing is selected while creating the template.
8. The second signer completes their portion of the document.
9. The sender and all signers will receive an email with the signed document attached or available online.
10. The signed document will contain all completed information and signatures from both signers.