How to create a Document-Specific Template?

Modified on Sat, 26 Oct at 12:38 PM

To create a document specific template, you must first navigate to the ‘Templates’ tab and select the ‘New’ button.

· Here, all 4 template types will be displayed. Click on the ‘Document Specific’ tile.

Thereafter, please follow the below steps to proceed with your template creation.

Upload a File

Select the file required, from the ‘Upload’ section.

Once the required file is selected, the file details will be displayed.

Multiple files can be uploaded by selecting the ‘Upload’ icon again.

Any uploaded documents can be deleted by simply selecting the ‘Delete’ icon after the document

Once the desired documents are uploaded, select the ‘Next’ button to move on to the next step of adding recipients.

The document upload status will be displayed at the bottom of the ‘Add recipients’ page.

There are three different upload status types. The final one is ‘Document Preparation Done’.

Assign Recipients

Select the ‘plus’ icon displayed inside the ‘Add step’ box.

All address book contacts will be displayed within the ‘Add Contacts’ pop up.

Select the Contact required. The option to select multiple contacts for each step is available.

New contacts can be added, by selecting the ‘Add Contact’ option.

Originators can add themselves to the workflow by selecting the ‘Add me’ checkbox.

If you wish to enable a password for each step, navigate to the ‘Security’ tab and enable the step password toggle.

Here you can enable ‘Verify ID’ to have a second form of user confirmation (Knowledge based authentication).

Once all required contacts have been selected, click on the ‘Done’ button.

The contacts added will display within the step box.

If multiple contacts are assigned to a step, those contacts’ details can be viewed by selecting the ‘Info’ icon within each box.

Once all recipients have been added, select the ‘Next’ button. Selecting this will allow you to move on to the next step of adding tools to the template.

Add Tools

From your opened document, a Toolbar will be displayed with all the available tools that can be added to your document.

Opening the drop-down menu, select the required step to which you wish to add a tool. The first step will be selected by default.

Each step must include at least one tool to complete workflow.

To add a tool, drag and drop the required tool to place it within your document.

Size of the added tool can be adjusted as required.

Each tool is color-coordinated according to the step to which it was added. The document preview displays color-coded tags on the pages where tools have been added.

The tools added can also be edited. To do so, select a tool to open its properties panel.

The selected tool can be deleted or renamed as required.

Each tool has properties that can be defined or edited.

Complete the Workflow and Send the Document

Once the document has been created and 'Next' is selected, a review page will be displayed, with a few fields to be filled out.

The ‘Name’ field is mandatory. The ‘Next’ button will be disabled until this field is updated.

To Password protect your document, enable the ‘Password Protect Document’ toggle.

Expiration Date’ is optional, and that date can be selected from a calendar pop-up. Select the year, month, and date if the document requires an expiration date.

'Due Days’ is also optional. If needed, enter the number of days by which the template is due.

'Template Category’ can be selected from the dropdown. Available options are ‘Work’ and ‘Personal’. Based on this category, your template will display within the Template List.

A preview of the entire document workflow appears on the right side of your screen. The option available to zoom in and out this preview

Selecting ‘Next’ will send the created document to your first assigned recipient.

The created Template can now be found and tracked within your Template list.