Creating and using templates

A template is actually a prepared transaction. Templates are used for transactions whose content is always (partly) the same. For example, in a template you can set the number of recipients, set a reminder schedule, upload documents and add text fields to the document.

What are templates for?

A template is best used for documents that are used more often and in the same way. For example, you can set default recipients of a transaction, or set default signature fields or text fields (see green bars in the example) so you don't have to add them over and over with every new transaction. An example is a payroll tax form (see example below): in this document the same items are filled in by default, always in the same places. Only the person who fills in the document changes, but the type of information to be provided remains the same.

Create a template

Click on "New Template" at the top of the templates tab.
The "Create New Template" page appears.

Make the desired settings. Entering a name is always mandatory. Via "Use template" you can see a list of the templates you have already created and the shared templates of others. You can choose one of these templates if you want to use it as the basis for your new template.

You can also choose to share the template with other users within your account. You can also specify whether you want to enable face-to-face personal signing for this template so that the transaction can be personally signed by all signers on the same device. Finally, it is possible to configure that the transactions created with this template can be viewed before you complete the transaction.

Using a template

You can use a template when you create a new transaction.

When creating a new transaction, you simply select a template from the drop-down list: "Select a template". This list shows the templates created by yourself, and all templates created by other users and marked as shared

.