Managing Templates

Templates

Sign Template In-Person
If In-Person Signing is enabled, you can have your signers sign a Template Link directly on one of your devices. In order to sign a document in person, simp...
Mon, 10 Nov, 2025 at 12:21 PM
Roles
Provided you are creating a standard template, you can add multiple signers and CC roles that are filled whenever you are looking to have your template docu...
Mon, 10 Nov, 2025 at 12:21 PM
Send Template Link
Standard Templates can be "used", and Template Links can be sent or signed in-person (see next section: Enable In-Person Signing). In order to sen...
Mon, 10 Nov, 2025 at 12:22 PM
Use Template
Once a standard Template has been created, it can be used over and over again for different signers. In order to use a template, look it up in your Template...
Mon, 10 Nov, 2025 at 12:22 PM
Create Template and Template Link - Video Tutorial
Both, templates and template links are created within the same page (Templates). If you would like to set up a Template Link instead, all you need to do is ...
Mon, 10 Nov, 2025 at 12:22 PM
Signer PIN - Templates
As an additional safeguard ensuring the authenticity of your signers you can assign each signer role a PIN, which they are required to enter before being ab...
Mon, 10 Nov, 2025 at 12:28 PM
Templates and Template Links
There are two template types you can choose from Template and Template Link: Template A standard template offers exactly what you would expect from a t...
Mon, 10 Nov, 2025 at 12:29 PM
Enable In-Person Signing
In-Person Signing is a feature that allows you to disable email address verification for signers and choose to verify the identity of your signers in person...
Mon, 10 Nov, 2025 at 12:29 PM
Signing Order
When working with multiple signers there will be a "Signing Order" checkbox at the top right of the contacts section. If enabled, you can adjust t...
Mon, 10 Nov, 2025 at 12:29 PM
Signing Order
When working with multiple signer roles there will be a "Signing Order" checkbox at the top right of the contacts section. If enabled, you can adj...
Mon, 24 Nov, 2025 at 6:49 AM