Share your documents by using a template

SigningHub enables you to reuse the predefined workflow configurations on the same documents in the form of a workflow template. When used, the template applies all the workflow related settings (i.e. signers, reviewers, editors, meeting hosts, placeholders, signing sequence, signatures fields and their positions, reminders, form fields, permissions, etc.) on a document, making the workflow configuration process efficient and robust.

Supported documents
See details.

You can use your personal templates, as well as the enterprise templates (as maintained by your enterprise admin).

Share your documents by using a template

Browse the SharePoint site link (as provided by your SharePoint admin) and log into your SharePoint account.
Click the document library (i.e. default document library, or your custom document library, or a document set) whose document(s) are required to share.
Click the "Upload" button to upload new document(s) (to share) and select them, or select the document(s) (to share) from your existing documents list. Click here for the supported document types.
Based on your opted SharePoint View, click the "SigningHub" tab and select the "Share" option.
Click against the document on which you want to apply a template.
A dialog will appear showing a provision to list your personal and enterprise templates. Select the required provision (i.e. Personal or Enterprise) to list the templates accordingly. Select a template from the list. The templates that are marked as locked are the read-only templates. The predefined configurations of a locked template can not be modified. However the placeholder fields inside a template can still be updated as required.
Click the "Apply" button.
In case you want to apply this template on all the documents inside the package, click the "Apply to All" button.
All the configurations saved in the (selected) template will be applied on the document(s) and displayed in editable mode (provided that the applied template is not locked) in the "Manage Recipients" section. Change any configuration as required.
Click the "Share Now" button to send off the documents package without going to the SigningHub interface. The shared document(s) package can be seen with the "In-Progress" status, inside your "Check Status " screen.
Click "Prepare" to go to the SigningHub interface and manually alter the template configurations before sharing the package, if the applied template is not locked. The authentication screen of SigningHub will appear within SharePoint, before you are moved to the SigningHub interface for documents preparation, see details.

1. To experience the exact settings, it is recommended to apply a workflow template on the same documents (for which it was created). The actual positions of configured signature/ initials/ in-person fields may alter, if a template is applied on different type or size of documents.
3. SigningHub for SharePoint also supports multi-factor authentication (i.e. login credentials and SMS OTP), if it is configured in the user role of your SigningHub enterprise account, see details.

2. When a locked template is applied on a document, SigningHub wont allow to change any predefined configurations except updating placeholders. For more details, see template locking.

3. Whenever a documents package is shared, the workflow quota of respective document owner's account is consumed, and hence the available count is decreased by one.