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Home > Configuring Enterprise Settings > Managing enterprise templates

Managing enterprise templates

SigningHub enables you to create enterprise template(s) to swiftly reuse the workflow configurations on the same documents in future. These enterprise templates are available to all the enterprise users within an enterprise, and are managed (Added, Edited, and Deleted) by the enterprise admin.

To create an enterprise template,
  1. Login with the enterprise admin credentials.
  2. Click the "Enterprise" option from the top menu.
  3. Click the "Templates" option from the right menu.
  4. Click  from the main grid header. The "Create Template" dialog will appear.
  5. Specify template name and description in the respective fields.
  6. Click the "Select Document" button and browse the document for this template. The selected document will be opened to configure template details.
  7. Configure document signers and group signing in the template.
  8. Configure document reviewers and group reviewing in the template.
  9. Configure placeholders in the template.
  10. Configure signing and reviewing sequence in the template.
  11. Configure initials in the template.
  12. Configure in-persons in the template.
  13. Configure form filling in case of a PDF form.
  14. Configure signer information fields in the template.
  15. Configure document permissions in the template.
  16. Configure reminders for the recipients in the template.
  17. Configure document certification information in the template.
  18. Configure workflow type in the template.
  19. Configure post signing operations in the template.
  20. Configure emails' content in the template.
  21. If required, lock the template.
  22. Click the "Save Template" option.

To edit an enterprise template, 

  1. Login with the enterprise admin credentials.
  2. Click the "Enterprise" option from the top menu.
  3. Click the "Templates" option from the right menu.
  4. Click  adjacent to the template (to edit) from the main grid. The template document will be opened with all the configurations in editable mode.
  5. Edit the required content as explained above. You can edit template name, description, signers, reviewers, placeholders, signer information fields, signing actions, form filling, document permissions, workflow type, post processing, email configurations and signing/ reviewing sequence.
  6. Click the "Save" button.
To delete an enterprise template, 
  1. Login with the enterprise admin credentials.
  2. Click the "Enterprise" option from the top menu.
  3. Click the "Templates" option from the right menu.
  4. Select the template (to delete) from the main grid.
  5. Click  from the main grid header.


‚ÄčTo 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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