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Configuring editors in a template

SigningHub enables you to add editors in a template according to your document approval workflow. 

To add an editor in a template,
  1. In case of a personal template, click the "Settings" option from the top menu.
    Or in case of an enterprise template, click the "Enterprise" option from the top menu.
  2. Click the "Templates" option from the right menu.
  3. Click  from the main grid header. The "Create Template" dialog will appear.
  4. Specify template name and description in the respective fields.
  5. Click the "Select Document" button and browse the template document. The selected document will be opened to configure template details, as shown below.

Please follow the numbering to learn the step by step process of adding a document editor.

  1. Specify the editor name under the "Add recipients manually" section. Your personal contacts (and enterprise contacts in case you are an enterprise user) will be listed accordingly for selection. Specify the required contact and click . The recipient will be added under "Workflow Details" (see step 2).
  2. The list of added recipients is maintained accordingly along with other recipients under the "Workflow Details" section. Click the adjacent  to delete a recipient from the workflow. 
    Select the "Editor" option from 
    adjacent field to mark the added recipient as a document editor in the workflow. Repeat the steps 1 and 2 to add multiple editors. Based on your document approval flow, you can even add the same editor multiple times in a document.
  3. Click the "Next>" button to continue.

  4. Select each recipient (editor) one by one from the "Workflow Details" caption, to add exclusive initial field(s) for them.
  5. Now click the "Initials" option and drop it on the document.
    Repeat the step 5 to add multiple initials for this editor. 
    If required, you can also add the form fields for an editor in the same way.
  6. A field will be added with the editor name and the "Initials" caption on the document. You can drag and drop the initials field anywhere in the document by using mouse. Also use the bottom right corner to re-size the field as required. 
    Now take the cursor to the "Initials" field, and click  to view and edit its details, or click  to delete the field. See the below images and the "Initials" table for respective fields description.
  7. Click the "Save Template>" button to continue, or click "<Back" to navigate the previous screen for reconfiguration.
  8. The "Save Template" screen will appear, edit the template name and description if required and click the "Save" button to save these configurations.

Initials Table
Replicate Initials tab
Replicate to Pages
Field to show total number of pages of the opened document. Select the page number(s) (of the document) on which initials are required from the editor. This will replicate the initials field on the selected page(s) and display their record in the below grid. After adding, you can manually drag and drop each initials field to the required page location in the document. 
Initials grid
Gird to display the added initials for the editor. Select the unwanted initials and click  icon to remove them.
Field Dimentions tab
Field Dimensions
Set the coordinates/ position (Left, Top, Width & Height) of the initials field. However you can also manually set the coordinates of the initials field through drag and drop.
Always create this field on last page
This check box is only appeared for configuration, when you drop the initials field on the last page of a template document. Tick it if you want to place this field on the last page of workflow document.
Save and Cancel buttons
Click the "Save" button to save these configurations, or click the "Cancel" button to close the dialog.

1. A document editor must be assigned an initials field or any form field(s).
2. The updating (editing) activity in a workflow does not require editor's
 signature, so signature field is not added for a document editor.
3. To experience the exact settings, it is recommended to use the template (being created) on the same documents. The actual positions of configured signature/ initials/ in-person fields may alter, if this template is applied on different type or size of documents. 

See also

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