Like templates, layouts can be reused. The difference between a template and a layout is that a template is a pre-uploaded document containing a number of (input) fields that you have added yourself, and a layout contains only (input) fields that you always have over a ( other) document.
For example, a template can be useful for a payroll tax form or a SEPA authorization. These are documents that always look the same and must be completed in the same way, only each time by a different person. By creating a template for this you do not always have to upload the document and add the fields, but you only have to indicate who the recipient / signatory is and you can immediately send the document for signature.
A layout can be useful if, for example, you always want to have a signature (and possibly other input fields) on page 4 of your document. You can also set to sign with a graphical signature, so you don't have to change it manually like you would manually add a signature field to the document.
Creating and applying a layout works as follows:
- Create a new transaction, add a document on which you want to base the layout and add the recipient (s)
- In the Designer you add all fields that you want to reuse. This can only be a signature field, but it can also be multiple fields
- Then click on "Save layout" (see example)
- You can choose a name that you give to the layout and you can share the layout with anyone who has a ValidSign account within your organization
- After creating the layout, you can now apply it to all new transactions you create. Simply click on "Apply Layout", choose the desired layout and click "Apply". At the bottom of your screen you will see a notification that the layout has been applied