Document Template Add-On

Gone are the days of creating a new document every single time! E-Signature’s Document Templates add-on allows you to easily send out documents again and again by creating reusable document content.

In this article:

Create a document template from scratch

Create a template from an existing document

Use your template to create and send a document

Create a document template from scratch

1. Visit E-Signature > add-ons > find Document Templates > enable.

2. Hover over E-Signature > add new document > template.

3. Select +Create Template > define your number of signers > next step.

4. Then add your document name and content.

6. Configure your document options. Remember that the options you choose here will be added to each document you create with this template, but these options will be editable until you send it out!

7. Lastly, you have the option to share the template with your other E-Signature users by WP Role or Username.

You can also take a break and finish the template later by selecting Save as Draft.

If you are ready to publish your template, click Add Template.

Create a template from an existing document

To create a template from an existing document, open your document in editing mode. 

Keep in mind: if you want to create a template from a basic document, you’ll need to save the template  before you send the document out for signature. 

You can find the option to save your document as a template at the bottom of the page, in your document options.

Check  Save as a template, give your template a name and share it with other E-Signature users if you desire. Then, when the document is published, a template of this content will automatically be saved. 😊 

Use your template to create and send a document

Now that we have a template, let’s create a document from it! There are two ways to start this process:

Option 1. Visit E-Signature > My Documents > Templates folder. Then find your template > hover over the template name > click Add Document.

Option 2. Hover over the E-Signature menu > click Add New Document > Templates > use an existing template.

Using either of these methods, you’ll arrive on this page and be prompted to choose a document type.

Most of the time, templates will be used to create basic documents. This is because basic documents are sent as a one-time use document, versus a stand alone document that can be published and signed over and over.

Basic Document:

If you choose a basic document, the next screen will give you an option to type in the names and emails of the signers.

If you used signer input fields in your template content, these will transfer over to your document and be assigned to your signers. 

Lastly, type in the names and emails of your signers and select “insert template”. On the next screen, you will see the contents of your document magically populated into your basic document’s body!

Before sending your document, you can edit/add to the contents and edit the document options. Then when it’s ready, send it out for signature!

Stand Alone Document:

If you choose to use your template with a stand alone document, you will see your document contents magically load as they did in the instructions above!

Since stand alone documents only have one dynamic signer, if you have signer input fields in your template they will ALL be assigned to the single signer.

Then you’ll have the option to edit/add to the document contents and edit the document options. As with all stand alone documents, you’ll need to choose a page to assign your document to from the dropdown and publish your document.