# 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.

<figure><img src="https://627660952-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FNIlngTYM9Z8O6hJJLEe3%2Fuploads%2FwiJsddYYBlEfvNiKnMG8%2F1.png?alt=media&#x26;token=5fac8faf-2e86-4835-8537-9e3bc53d78ce" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://627660952-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FNIlngTYM9Z8O6hJJLEe3%2Fuploads%2FISzXSSkkOh4hbcjxLjKR%2F2.png?alt=media&#x26;token=bdb2d2db-1d66-41f3-80ab-657429794edb" alt=""><figcaption></figcaption></figure>

### **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.

<figure><img src="https://627660952-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FNIlngTYM9Z8O6hJJLEe3%2Fuploads%2F0brEVv6Yslr9obJ5gYGU%2F3.png?alt=media&#x26;token=be805f1c-dcfb-47f3-a8e7-c9e67eef09dd" alt=""><figcaption></figcaption></figure>

* 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.&#x20;
* You can also upload a document through your OneDrive cloud account.

<figure><img src="https://627660952-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FNIlngTYM9Z8O6hJJLEe3%2Fuploads%2FEMv79XRJjAnMHvNLYfhV%2F4.png?alt=media&#x26;token=6a794723-d7fb-49a6-bd1d-d2237305da75" alt=""><figcaption></figcaption></figure>

* 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**.

<figure><img src="https://627660952-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FNIlngTYM9Z8O6hJJLEe3%2Fuploads%2F1DyJyKf1s7H25AHGZ32e%2F5.png?alt=media&#x26;token=8eee8af0-b490-49b4-b53e-13adb9f2659b" alt=""><figcaption></figcaption></figure>

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

{% hint style="info" %}
In a multiple role scenario, you can rearrange the signatory role order by modifying the order number displayed next to the signatory role.
{% endhint %}

### **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.

<figure><img src="https://627660952-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FNIlngTYM9Z8O6hJJLEe3%2Fuploads%2FYjsnQK0KBs3D3cGDWy2J%2F6.png?alt=media&#x26;token=bb03701c-fffe-434a-912f-b4546f7dcb34" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
Follow the same for any required stamp of choice.
{% endhint %}

{% hint style="info" %}
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.
{% endhint %}

* 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.&#x20;

* 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.

<figure><img src="https://627660952-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FNIlngTYM9Z8O6hJJLEe3%2Fuploads%2FQSViXHySI4ZhcG0mS9F3%2F7.png?alt=media&#x26;token=e0a4361f-7053-449e-bfa6-7da471a3f513" alt=""><figcaption></figcaption></figure>

* 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.

<figure><img src="https://627660952-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FNIlngTYM9Z8O6hJJLEe3%2Fuploads%2FDTPX68FNP7a4C35o2hQO%2F8.png?alt=media&#x26;token=271292c5-8bce-4507-bf10-2da702b9bee3" alt=""><figcaption></figcaption></figure>

## **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.

<figure><img src="https://627660952-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FNIlngTYM9Z8O6hJJLEe3%2Fuploads%2FLHNu61U8qbXfIpSIINoJ%2F9.png?alt=media&#x26;token=f1959dee-0375-4937-840e-16441a59618f" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
Any default value that you provide throughout the template creation process can now be modified, such as _Template, Role, Stamps and Document Details._
{% endhint %}

{% hint style="info" %}
You can also set up authentication and type the private message to your signatories.
{% endhint %}

* Once your document is ready to be sent, click **SEND** to deliver the template document to the relevant signatory(s).

<figure><img src="https://627660952-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FNIlngTYM9Z8O6hJJLEe3%2Fuploads%2FoTTHTTCU1CfMVKgLKV0w%2F10.png?alt=media&#x26;token=12d09896-a757-4eec-abc9-232049d798d7" alt=""><figcaption></figcaption></figure>

## Quick Navigation

{% content-ref url="broken-reference" %}
[Broken link](broken-reference)
{% endcontent-ref %}

{% content-ref url="how-to-create-and-use-templates/components-of-templates" %}
[components-of-templates](how-to-create-and-use-templates/components-of-templates)
{% endcontent-ref %}
