How to create a User-Specific Template?

Modified on Sat, 26 Oct at 12:42 PM

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

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

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

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.

You have the option to ‘Add Token’ as well.

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 template details.

Complete the Workflow and Send the Document

Once recipients are added 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.

‘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 is available to zoom in and out of 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.