The BoldSign mobile app is now available. Visitthis link for more details and give it a try!
The BoldSign mobile app is now available. Visitthis link for more details and give it a try!
Explore the BoldSign features that make eSigning easier.
Electronic signatures have revolutionized the speed at which contracts and agreements are finalized. However, when dealing with repetitive documents, the eSignature process can be further expedited using templates. Turn your frequently used contracts into templates to save time on uploading files and configuring fields.
Consider a scenario where a Human Resources department frequently needs to send employment contracts to new hires. Creating a document from scratch each time for this process can be time-consuming and error prone. However, by using the templates feature in BoldSign, the HR team can create a standardized template for employment contracts.
Whenever the HR department needs to send an employment contract, they can simply utilize the pre-configured template. This approach not only saves time but also ensures consistency across all employment contracts, contributing to a more efficient and error-free workflow in the onboarding process for new hires.
In this guide, we will explore how the templates will save your time and streamline your business processes.
Templates are created in the same way as regular documents, but instead of associating signature fields with people, we simply associate fields with roles. A role is simply a placeholder for a real person.
In the BoldSign web application, begin the new template creation process.
Beneath the recipient details column, you will find a dropdown menu to select the delivery option. The default mode is Email, but if needed, you can switch to SMS or Email & SMS.
Once done, save the template. A dialog box will prompt you with options to use the template now or later. Choose the desired option. If you select the “Use template” option, you will be taken to the Prepare Template page, where you can fill in recipient details and send it for signature request. If you choose “Not Now”, you will be directed to the Dashboard page.
You will be taken to the Prepare template page, where you will find the pre-filled information, you specified during template creation. Here, you can add or remove files, include recipients, and make changes to document settings if necessary.
Then, move to the Configure fields page. Add or remove form fields according to your requirements and send the signature request.
If you need to send multiple templates to a recipient but prefer to deliver them as a unified document rather than sending each template separately, you can use the merge templates feature. This functionality allows you to combine the individual templates into a single comprehensive document, simplifying the process and ensuring that the recipient receives a consolidated file.
On the Configure fields page, you will find the documents attached to the templates one below the other. Add or remove form fields as necessary and proceed to send the document for signature.
Users have the flexibility to share templates with any team, fostering collaboration and maintaining uniformity in document creation across various projects.
To share the template with other teams, click the context menu at the right-end of the template and select the Share option.
Under the access column, you will find the options “Can use” and “Can edit”.
If you want to allow recipients to edit the template, choose Can Edit option. This enables the user to modify all details associated with the template. After completion, the user can save the template, and the changes will be visible to everyone with access to this template.
If you select the “Can Use” option, the user cannot modify the template.
Lakshmi Priya Soundar Rajan is a Technical Writer at BoldSign. With expertise in simplifying complex concepts, she contributes to the comprehensive documentation and user-friendly content at BoldSign. Lakshmi's commitment to quality ensures users have access to clear and helpful information.
Lakshmi Priya Soundar Rajan is a Technical Writer at BoldSign. With expertise in simplifying complex concepts, she contributes to the comprehensive documentation and user-friendly content at BoldSign. Lakshmi's commitment to quality ensures users have access to clear and helpful information.
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