Templates Tab Tools Explained

Mastering Templates Tab: Your Guide to Secured Signing Tools

Dive into our video explanation covering everything you need to know about Secured Signing’s powerful templates tab tools.

For quick reference, find step-by-step instructions detailed below.

Templates Tab

There are multiple actions and functionalities available in the Templates tab. From Creating the Template, Sending Templates, sharing and editing can be done through this tab.

     1. Actions column with different processes for each Templates

     2. Templates’ public link

     3. Template packages

Templates Tab Tools

Actions Column

Each icon in the Actions have its own functionalities

 

   1. Edit the Template – Add or Remove Signatures or Form Fields

   2. Replace the Document – Upload a new Document to replace the document content without changing the Template’s layout

   3. Copy the Template – Create a Copy of the exact same version of the Template

   4. Share the Template – Select the users to Share the Template with on the Account

   5. Delete the Template – completely Delete the template from the Account. Please note once deleted, templates cannot be retrieved

   6. Add to Pack – Add the Template into an existing Package

Templates Tab Tools - Actions

Template Package

Pack or Package is a set of Documents or Templates that can be sent together for a single, seamless signing process. Great for simplifying document-heavy processes such as Employee Onboarding, Real Estate transactions or Legal and Financial bundles.

Templates Tab Tools - Packages

To create the Package, customise the signing order by selecting the Template to which sequence to be filled and signed

Templates Tab Tools - Select Templates

Packages will be listed on the Templates tab, ready for sending

Templates Tab Tools - Send Package

To make changes into the Package, click the Pack from the side panel for more options or remove a template

Templates Tab Tools - More Options

Do you need anything else?