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  • User Guide
  • Signing
    • Sign from the email invitation link
    • Sign as a signed-in user
    • Decline to sign
    • Sign several signing requests with a single authentication
  • Managing signing requests
    • Creating signature requests using templates
    • Create signature request
    • Contractor's liability information check
    • Add a signature mark at the bottom of each document page
    • Define signing order
    • Alternative signature levels
    • Ultralight signature level
    • Edit signature request
    • What to do when the email invitation is not received?
    • Set signature request on hold
    • Cancel signature request
    • Reopen signature request
    • Set signature request complete
    • Verify the authenticity of signatures
  • Utilise prewritten texts
  • Voting
    • Introduction to electronic voting
    • Create a poll
    • Vote as a logged in user
    • Vote from the email invitation link
    • Send a voting link to voter
    • Import voter information from a file
    • Cancel poll
  • Managing tasks
    • Task management
  • Data retention and deletion
    • Data retention and deletion
  • Delete content on the organisation account
  • Inserting and searching meta data
    • Use of tags
    • Enter or edit metadata
    • Search using metadata
    • Display metadata columns in the files view
  • Managing meta data
    • Metadata overview
    • Metadata administration
    • Add metadata fields
    • Add metadata templates
    • Add date-type metadata
    • Add person-type metadata
    • Add number-type metadata
    • Add a language version to the metadata
  • Managing documents
    • Share a file
    • View and process files
    • Read files in the files preview
    • Search files
    • Mark a file as archived
    • Rename a file
    • Change the order of files
  • Managing groups
    • Create a group
    • Remove members from a group
    • Leave a group
    • Close a group
    • Mute a group
    • Edit the Groups list in the side bar
    • Copy group address
  • Share content and permissions organisation-wide
  • Signing up for SignSpace
    • Try SignSpace for free
    • Create personal account
    • Register your organisation
    • Register with organisation invitation
    • Join existing organisation account
  • Managing your organisation account
    • Manage organisation information
    • Authorise access to organisation account information
    • Add members to your organisation
    • Edit your organisation's logo
    • How to enable Single Sign-On (SSO)
    • How to set up an Entra ID Enterprise App for SignSpace SSO
  • Setting up SharePoint integration
  • Personal settings
    • Out-of-office message
    • Edit your personal settings
    • Verify your identity
    • Customise email notifications
  • Forms
    • Forms functionality
  • Use forms to enable electronic signing of test drive permits
  • INTEGRATIONS
    • SignSpace Easy integration
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  • Creating a new template
  • Use of templates
  • Collaboration with people participating in the model
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  1. Managing signing requests

Creating signature requests using templates

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Last updated 2 days ago

You can create templates for signature requests for quick submission. Templates can be shared with other users, groups or the entire organisation.

By saving repetitive texts, workflows and other settings in reusable templates, you shorten the preparation time for signature requests and enable the automation of creation processes for others in your organisation as well.

Creating a new template

Create a new template by selecting Template from the +New menu

The opening template looks like a signature request form, so that filling in the information is easy to follow.

Fill in the prefilled signature request section of the signature request form with the information you want to pre-fill for the signature requests created based on the template.

You can share the template with people and groups by adding these to the Share this template with... field. Users or groups who have been given owner rights to the model can modify it. Select a person icon to grant ownership. The icon is shown in blue in the owner rows.

When the template is ready, click Create Template to save it. The template will appear in the Home view of the users to whom the template has been shared.

In addition, you can find templates made by you and shared with you on the Signing tab by selecting the Templates filter.

Use of templates

By selecting a template from the list, its information is displayed in the window.

As an owner, you can edit the template by clicking Edit or delete the template by clicking Delete.

All users to whom the template has been shared can view the information filled in for the template and create new signature requests based on the template. By clicking Create a new signature request, you can create a new signature request. The template information is pre-filled for the signature request and you are free to edit it.

Collaboration with people participating in the model

You can open a discussion about the template or leave a message on the template for users.

The message will be displayed to users in the home view.

If you want to target a message to a specific person or group so that an e-mail notification is sent about it, use the @ mention in the message.