How can re-use frequently used documents for electronic signatures? What does "Save Template" do in e-sign requests?
Types of Templates
Encyro E-Sign offers two types of e-sign templates:
- Standard Template: You re-use the file to be signed along with all signature or other boxes added to be completed by the signers, as well as the configurations such as reminders, subject, email text, and login types. Use this template for files such as engagement letters or patient onboarding forms where the file to be signed is the same, or only needs a minor change such as a name to be changed before sending out each time. (This template is similar to e-sign templates offered by other electronic signature providers.)
- Dynamic File Templates: This is useful when you want to change the file each time, but want to re-use the signature boxes, other fields to fill, and configurations such as reminders and the email subject. For instance, a new Form 8879 may be prepared for each client but the signature boxes need to be added at the same location. (This type of template is not usually available on other electronic signature services as of this writing.)
The steps to save either type of templates are similar; the only difference is at Step 7 below, where you may opt to include (or exclude) the file itself in the template.
The biggest advantage of saving a template is that you do not need to add the fields to be filled each time you send this request to a new client or signer.
How to create a template?
Pre-requisite: Creating a template requires an Encyro Pro membership. You may start a free trial via your Settings page. If you already started an e-sign request, click Save Draft and you may return to it later after changing your membership settings.
Start a new e-sign request as usual, with either an uploaded file, previously saved draft, from a file within your Encyro account (via right clicking on it), or even from a previously saved template.
- Insert all fields, such as signature boxes, that you need the signers to fill out.
- When inserting a field, it must be assigned to a signer. If you have no signers added, you will be prompted to add one. If you click "Cancel" a signer labeled "New signer" may be auto-generated for you.
- You may have different fields assigned to different signers.
- You may insert signers by name and email, or simply by roles such as 'buyer', 'client', 'seller' etc. The roles are only visible to you and not to the signers.
- Signers' names and emails are not saved to the e-sign request template. Only the role is. If you created signers without any roles (using email or name only), then role names such as 'signer 1', 'signer-2' are auto-generated for you when you save the template in a later step below.
- (Optional) If there is some text such as a project name or project end date that you need to insert in the document, use the "Insert Text" field (you may change this text each time you send a request based on the template).
- After inserting the fields, click "Next" (toward lower left) to continue to the "Configure and Send" screen.
- Configure signing order, access codes, reminders, login options, signature options and other settings. [See configuration options].
- Scroll down and click "Save Template."
- You will then be prompted to provide the following details:
- Template name: This is a name for the template that you will use to recognize the template later in the list of templates.
- (Optional) Description: You may also provide a description if you need to enter more details than just the name. This information is simply to remind you what the template is for.
- Include File: This determines if the template uses the same file each time or allows a new file to be used when the template is used to start a new e-sign request. Turn this Off, if you want to use a new file each time. Turn it On if you want to keep the same file each time.
- Then click "Save."
If you have added names and emails for signers, you may continue to send the current e-sign request. Or, you may close it.
Templates do not save the signers' emails and names (since a template is intended to be used for different signers each time). If you only wish to save the current request to resume later, save a draft.
You may also modify a previously saved e-sign template.
If you accidentally included the file but want to use the template with a new file, simply start an e-sign request with the saved template, and click Next to arrive at the configure screen. Here, click "Save Template" again and turn off the switch to include the file: this will let you save a new template, but this time without the file. You may then delete the old template from the list of templates.
When using dynamic file templates, the file used each time must be similar, so that the signature and other boxes added in the template make sense for all files. You may however use dissimilar files if the items to be filled can be retained in the same place for all files (such as two different contracts but each needing a signature at the bottom of the first page).