Skip to main content

Create a template

  • Updated

Create a template is a premium feature of JetSign.

After adding a document, select Create Template from the Who is signing? screen.

EN_CreateTemplate_WhoIsScreen.png

You'll then be directed to indicate who will be signing your template:

  • Others By Email
  • Others In Person
  • Just Me

EN_Template_OptionsWhoIsSigning.png

Templates for others by email  

When using templates for a remote signer, there are three steps:

 

1. Add one or more signing roles such as Client, Partner, New Employee, or even just "signer" for a generic example.

EN_AddSignerRoles_WhoIsSigning.png

2. Add signing fields for each signing role you added. For example, if you added a "Client" role, you can mark where the Client will be signing.

 

EN_AddSigningFields_PromptTemplate.png

 

3. Copy & Send for Signing: On the next screen you will be able to finalize your template. You can edit the file name, email subject line and the message field. You can choose to Copy & Send now or Send Later. 

After creating a template, you can select the template from your JetSign dashboard and choose Copy & Send for Signing (screenshot below). 

EN_FinalizeTemplate.png

Selecting Copy and Send will make a copy of your template as a new document and prompt you to enter an email address for each signer role. You can also edit the signer's name at that stage.

If you select send later, you will be able to send the template by selecting your template from your JetSign dashboard to copy and send it to new signers. 

You can edit your template by selecting the template on the dashboard under the Templates section. Click on the file and then select Template Settings. You can add or remove signers from the template. 

EN_CopyAndSendForSigning.png

 

If you're working with standard documents that have multiple signers, this can be a great way to streamline the process. You can invite a new set of users to sign the document without having to add the document or set up signing fields every time.    

Templates for "Just Me" and "Others In Person" signing 

You can also use the template feature for "Just Me" (solo signing) and "Others In Person" (same room) signing. This approach lets you (or others in person) sign a copy of your document without having to import the original document every time.  

 

Related articles