Prepare a template for frequently repeated processes

If you frequently send the same documents or follow a similar process each time, templates can help you save time ⌛.

On Signify, you can template not just the document but also the entire process—who receives it, in what order, the authentication method, the folder where it's saved, and more.

When creating a template, uploading a document is optional—you can save just the process.

1. Creating Template

Find templates in the navigation bar 👇

Click + New Template and upload the file you want to use as a template.

Be sure to leave blank spaces in the file for variable data, such as service fees, dates, and recipient company details, etc.

2. Define Process

Predefine the process in advance.

For example, if the same signatory always signs this document (e.g., your company director), you can prefill their details. Leave variable recipients blank to fill in when using the template. 👇

1. Enter the recipient’s first and last name
2. Choose the sending channel* - email, mobile, or link
3. Select the recipient’s role

If there are multiple recipients, add each one with their sending channel and role.

3. Template Settings

👇 Click the highlighted button in the image to open the template settings window, where you can define how the template will be used.

• With this file – The document is sent as is. You’ll only need to fill in recipient details and variable field values.
• With another (similar) file – A new file must be uploaded each time. The template file is used only to position fillable fields.
• Quick Send – Enable or disable the Quick Send option for this template.

After entering the data, click Save, then Next.

4. Preparing The Document

If your document contains variable information, leave blank spaces in advance. You can then fill them in using fillable fields.

5. Finishing Up

After filling in the fields, you can save the template by clicking the button 👇

Or proceed to the next page to adjust:

1. Document Name
2. Message Language
3. Message Text

Choose to send under your personal or company name.

• Specify how long the document will remain accessible to recipients. After the expiration date, incomplete documents will be canceled, and the link will no longer be available.

1. Adjust reminder notification periods.
2. For better organization, specify the folder where the document should be saved and assign a tag.

After entering the information, click Next. The platform will prompt you to name the template. You can also add a short description and Save it.

One final click on "Save", and your template is ready. Use it to send documents in seconds.

Learn about the next topic: Quick Send