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Configuring reviewers in a template

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

To add reviewers 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 reviewer.

  1. Specify the reviewer 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/ select 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 "Reviewer" option from 
    adjacent field to mark the added recipient as a document reviewer in the workflow. Repeat the steps 1 and 2 to add multiple reviewers. Based on your document approval flow, you can even add the same reviewer multiple times in a document.
  3. Click the "Next>" button to continue.

  4. If required, select each reviewer one by one from the "Workflow Details" section to add the initials and form fields for them.
  5. Click the "Save Template>" button to continue, or click "<Back" to navigate the previous screen for reconfiguration.
  6. The "Save Template" screen will appear, edit the template name and description if required and click the "Save" button to save these configurations.

‚Äč1. A document reviewer can also be assigned the initials and other form fields.
2. The reviewing activity in a workflow does not require reviewer's
 signature, so signature field is not added for a document reviewer.
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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