How to create and use templates

PreviousExplore Evia Sign Inbox NextComponents of TEMPLATES

Last updated 3 months ago

Was this helpful?

How to create and use templates

Templates are pre-made documents containing a pre-determined design layout and other essential elements. You can create your templates through Evia Sign and share them frequently in the future course of the work processes.

Creating Templates

Follow the procedures outlined below to create templates:

Go to your Evia Sign home screen and click TEMPLATES on the side menu. This action will direct you to the Templates section of Evia Sign.

Click the New Template tile to get started on the template-creating process.

Document upload

You can provide the details of your template under ADD TEMPLATE DETAILS section of the screen, such as the TITLE and the DESCRIPTION of the template and click NEXT.

Click on the BROWSE button and choose a file in the supported format (PDF/DOC/DOCX) or simply drag and drop the document onto the dotted rectangular space.
You can also upload a document through your OneDrive cloud account.

To proceed to the next step, click NEXT.

Adding a role

The ADD ROLE section serves the option to identify the signatory(s) of the template based on a specific role. Ex: Human Resources, Finance, etc.

Type the role of the signatory(s) in the ROLE text box.
Next, type the signatory name followed by the email address in the provided space. You can add multiple signatories by clicking the PLUS button and following a similar process. Once done click NEXT.

You can add multiple roles by clicking the plus button.
Then click NEXT.

In a multiple role scenario, you can rearrange the signatory role order by modifying the order number displayed next to the signatory role.

Adding the stamps

Once you have included the relevant signatory role(s) in the template, the following steps involve the configuration of the stamps:

Select the signatory role to whom you want to configure the stamps.
Next, click on the required stamp and click again on the document's specific location where you want it to appear.

Follow the same for any required stamp of choice.

To delete a stamp, select the required stamp and click DELETE key on your keyboard or you can right-click on the required stamp and click on the Delete option.

To proceed to the next step, you can click NEXT.

View template document summary

In the SUMMARY section, you can view a completed template, ready to be saved, inclusive of all the relevant signatory's roles and stamps. This document previewer will allow you to confirm all the elements in the requested documents. You can always go back and edit the document based on your preferences.

You can alter the default title of the document and provide a suitable one by typing a new title in the Document Title textbox.
The Message textbox reserves the space for the construction of the email body. You can type a piece of additional information or any relevant message alongside your template.

To store your template for potential future usage, click the SAVE button. This action will save your template in the TEMPLATE section of Evia Sign.

Sending templates

The TEMPLATE section of the Evia Sign contains all the template documents.

Go to your Evia Sign home screen and click TEMPLATES.
Select the template document you need to utilize and click USE.

Any default value that you provide throughout the template creation process can now be modified, such as Template, Role, Stamps and Document Details.

You can also set up authentication and type the private message to your signatories.