Templates

Templates are models where document-sending processes' characteristics are configured. Some of these parameters include the type of signature or the reminders that will be sent, among others detailed in this article.

TABLE OF CONTENTS 

• Introduction to templates
• Template parameters 
• List of templates
• Creating templates
• Duplicating templates
• Sending

Introduction to templates

Standardize your knowledge base by creating templates such as a simple FAQ-style article, step-by-step guides, How-To, Release notes, and a lot more. Your team can simply choose from the predefined templates and start creating their articles from there - saving them time.

Template parameters 

The following details the information and behaviours defined within a template:

• Template Name: A descriptive name that easily identifies the template's purpose.
• Company Name and Tax Identification Number (NIF): These details will be displayed on the evidence document associated with the signature process.
• Language Selection: The language in which the sent items and the documentary evidence will be generated. The document can be generated in two languages if needed.
• Default Senders for SMS and Emails: The designated senders of SMS and emails during the signature process. These can be preconfigured to ensure consistency.
• Signature Expiration: The duration for which the documents will remain available for signing after they are sent. This ensures a specific time frame for completing the signature process.
• Brand Image: The logo and the primary colour will be displayed in the emails and signature page, maintaining consistent branding.
• User Identification: can be achieved by sending a one-time code or using a code the user already knows.
• Initial Communication with Signatories: The mode of communication (email or SMS) used for the initial interaction with signatories.
• Reminders: Automatic reminders (via emails or SMS) that signatories will receive to prompt them to complete the signing process within the specified time frame.
• Notifications: Emails or SMS notifications are sent to different recipients whenever there is a change in the status of the signature process, such as when a user successfully signs a document.
• Other parameters for advanced use of the platform.

All these parameters have been described in detail under the section How to create a new template.

List of templates

The Templates page displays a list of all active templates.

 At the top of the page, you'll find:

• A search field that allows you to filter the list based on the entered text.
• A checkbox to show deactivated templates.
• A button to create new templates.

The table displaying the list of templates has the following columns:

• ID
• Name
• Type of signature
• Company Name
• Expiration time
• Language of the sending
• Actions
• Activation indicator 

The actions in the table apply to the template in the respective row and include the following:

• Viewing the details of all configured template parameters
• Duplicating the template
• Viewing the template configuration 
• Using the template to send documents
• Activating or deactivating the template

Creating templates

While not difficult, creating a template can be a relatively lengthy process due to the numerous configuration options. For this reason, there is a dedicated article specifically for creating templates.

Duplicating templates

The Duplicate Templates button provides a convenient way to create new templates based on existing ones.

Sending

The Send button offers a direct pathway to the manual document-sending process, bypassing the initial template selection step.