Create a Document Template

If you have one or more document(s) that are used many times (e.g., for onboarding, exit interviews, open enrollment, audits), you can turn it into a template for others to use. To do so:

  1. Click the Templates link in the jSign header, then the Create Template button.

  2. Click the Add New Template tile in the Create Template dialog.

  3. Then, on the:

    • On the Templates > Upload Template page:

      1. Click the Upload button, and upload your document from your PC or one of the other repositories.

      2. Click the Upload button again for other documents you want to add to the template (and if needed, click X to remove a document.

      3. To change the name of the template: Click its pencil icon, enter a new name, then click the checkmark to exit.

      4. To change the name of any document in the template: Click its pencil icon, enter the new name, then click the checkmark to exit.

      5. Then, in the Signers pane: Click the plus (+) sign to indicate how many individuals will sign the document.

        …and If you wish to change the Signer label: Click the pencil icon (changes to a checkmark), and enter the signer’s role/position (e.g., Employee, Auditor, Vendor). Then click the checkmark (changes back to a pencil icon) to save it.

      6. In the Observers pane: Follow the same instructions as stated for the Signers pane (step e., above).

      7. Then, click Save & Next—or Close—in the upper-right corner of the page.

        If you click:

        • Close – Click the Exit button in the Warning prompt to return to the dashboard without saving the template.

        • Save & Next – The Templates > Placeholders page appears (see below).

    • On the Signature Types page: The E-Signature tile (currently, the only type) is selected by default. Click Save & Next—or Close— in the upper-right corner of the page.

      If you click:

      • Close – Click the Exit button in the Warning prompt to return to the dashboard without saving the template.

      • Save & Next – The Templates > Placeholders page appears (see below).

    • On the Templates > Placeholder(s) page:

      1. Click the Signers drop-down arrow, and select a signer. (It appears in the textbox.)

      2. Ensure the signature type you want displays in the next textbox. (Currently, just E-Signature.)

      3. On the right side of the page, under Thumbnails: If the document displayed has more than one page, select the page on which you want to enter the signature/other placeholder(s).

      4. Then, from the left: Drag the fields you want to add, onto the template. (For detailed instructions, see steps 4-6 in "Indicate Who/Where to Sign" (part of Prepare and Send Document(s) for Signature).

      5. If there are other documents to be signed: In the Thumbnails pane, click the document’s dropdown arrow to display its pages...

        …and follow the same instructions stated in steps a. through d. above.

      6. When done, click Save & Next—or Close—or in the upper-right corner of the page.

        If you click:

        • Close – Then, at the Warning prompt, click the Exit link, to return to your dashboard without saving the draft.

        • Save & Next – The Templates > Review Template page appears (see below).

    • On the Templates > Review Template page:

      1. If you wish:

        • Click the drop-down arrow next to the number of documents included in the envelope, and download them if you wish.

        • Click the Template Category textbox, and select relevant tag(s).

        • Click the Template Description textbox, and enter any details.

        • Click the Attach supporting documents link, then click the Choose File from PC icon to navigate to and attach any other documents (e.g., cover letter, receipts, etc.; up to 10 attachments).

      2. Click the Save Template button. The template appears on the Templates >My Templates page, ready for use.

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