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Configuring post processing activity in a template

SigningHub enables you to configure the post processing activities in a template. In this regard, you can specify the contacts to whom document needs to be sent after the workflow completion, and can customize the content of notification email.

To configure post processing activity 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 configuring the post processing activities.
  1. Add the recipients and/ or placeholders as required. The recipients will be added under "Workflow Details" (see step 2). 
  2. The list of added recipients and placeholders is maintained accordingly under the "Workflow Details" caption.
  3. Click the "More Actions" option. 

  4. Click the "Post Processing" option. The "Post Processing" provision will be displayed in the secondary right menu.
  5. Tick the "Send the completed document to selected contacts" check box if you want to configure post processing activities. Once ticked, it will display the "Send To" and "Email Content" tabs.
  6. Specify the contact(s) under the "Send To" tab to whom you want to send the completed document. Click adjacent  to delete any added contact from the list. Click the "Save" button.
  7. Click the "Email Content" tab to customize the email content (subject and body content) that will be sent to the selected contacts along with the completed document. Click the "Save" button
  8. Click the "Upload to Cloud" tab to configure whether the signed document copy is required to upload on cloud drives or not. Enable the drive(s) i.e. Google Drive, or Dropbox as required and click the "Save" button.


  9. Click the "<Back" button to navigate the previous screen.
  10. Click the "Next>" button to continue.
  11. Click the "Save Template>" button from next appearing screen. 
  12. The "Save Template" screen will appear, edit template name and description if required and click the "Save" button to save these configurations.

‚Äč1. Contents shown in CAPS within [ ] are system variables and will be filled automatically. You must not edit or delete these variables.
2. The "Upload to Cloud Drive" tab is shown when the cloud drives are enabled from Cloud Drive settings. 
3. The availability of Cloud Drive feature is subject to your subscribed service plan or purchased SigningHub license. If you cannot find this option in your account, upgrade your service plan or contact sales.
4. 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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