In this article, we're taking a close look at how to create Templates in DigiSign! Templates allow you to prepare and send envelopes even faster by placing signature and initial blocks even faster. Follow the steps below to learn how to get started today!
There are lots of different ways to use Templates in DigiSign, and we want you to pick the workflow that works best for you! We've outlined some different approaches below to help you get started.
Separate Documents (Recommended)
This approach is for you if: you typically prepare envelopes with each form as a separate PDF file.
Ensure that your forms are separate - not merged - when you create your template. For example, if your Listing Agreement (10 pages) and Transfer Disclosure (3 pages) are separate, you will have one 10-page PDF and one 3-page PDF (two PDF files in total).
This will ensure you can properly apply the 10-page template to the 10-page document, and so on, so that the template and the document are aligned.
Benefit: You don't need to download and merge your forms in any particular order (like below).
This approach is for you if: you typically prepare envelopes with several different forms merged into one single PDF file.
Ensure that your forms are merged into one PDF file when you create your template. For example, if your Listing Agreement (10 pages) and Transfer Disclosure (3 pages) are merged, you would have one 13-page PDF containing two forms. Additionally, you will need to make sure that all forms are merged, and in the same order, when you create your envelope and apply your template.
This will ensure that your 13-page template, and your 13-page document are aligned.
Benefit: You will only need to apply one template, rather than one template per document (like above).
Maximum Number of Recipients
Whether you're an agent that often mixes up representing buyers and sellers, or just love being efficient - this approach is for everyone!
We've designed DigiSign Templates to be as versatile as possible. This means when you're creating a template for a purchase contract, we recommend that you prepare that template with the maximum number of recipients. What does that mean? Well, that means that you would prepare a purchase contract template with signatures for 2 buyers, 2 sellers, yourself as the agent, and anyone else who would normally sign! Then, when you're using the template, you will only select the recipients you actually need for that particular envelope.
1. From the DigiSign Dashboard, navigate to the Templates tab.
2. Click + Create New.
3. Next, name your template. The name will default to the current date and time. We'd recommend giving it a name that makes its function clear; for example: Seller's Disclosures or Offer.
4. After you've named the teamplate, add your recipients. Use the drop-down menus to select their Role, and select their required Action. Click the + icon for additional recipients.
NOTE: As a best practice, we recommend adding all possible recipients into the template so that the template is versatile. For example, you may possibly representer either a Seller or a Buyer in a deal, but both parties would need to sign the contract. Add the Seller and Buyer roles into the template, so that when the time comes and you're ready to use the template, you can only use the signatures for your party.
5. Next, upload your document(s). If uploading more than one, you can drag them into the desired order.
6. After naming your envelope, adding your recipients, and upload your documents, click Next.
7. Now you're on the document tagging page. This is where you will manually place all signature, initial, and date boxes that will be automatically added each time you use the template.
Use the drop-down menu in the upper left corner to select the assignee for each block.
Use the toolbar across the top to select the block type.
Go through the document(s) page by page, manually placing all required fields. For more information about adding blocks to a document in DigiSign, click here.
8. After you've finished preparing your template, click Save & Exit.
Ready for more? Sign up for our DigiSign On Your Time training session, hosted by our Learning & Development team!