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Welcome
SigningHub At A Glance
Overview
Why SigningHub?
Signature norms
Available signing methods
How SigningHub works?
Mobile signatures
Enterprise management
System requirements
SigningHub Norms
System nomenclature
System users
Service plan
Individual vs Enterprise subscription
Document statuses
Getting Started
Multilingual support
Registering a free trial account
Registering as an individual
Registering as an enterprise
Accepting enterprise user invitation
Direct registrations
Log into SigningHub web
Login through SigningHub ID
Login through Entrust IdentityGuard
Login through Microsoft Active Directory
Login through Salesforce
Login through Microsoft ADFS
Login through Microsoft Office 365
Login through AET ConsentID
Searching a record
Navigating SigningHub Home
Understanding the SigningHub interface
Organising your documents list
Selecting your documents & bulk operations
Deleting a document
Viewing your activity logs
Viewing notifications
Advanced searching of documents
The Document Signing Process
Preparing a document for signing
Adding a document
Uploading a custom document for signing
Getting a document from library
Getting a document from cloud drive
Get from your Dropbox account
Get from your Google Drive
Posting comments
Adding attachments
Merging a document
Applying workflow template to a document
Adding/ Removing document signers
Configuring group signing
Adding/ Removing document reviewers
Adding/ Removing document editors
Configuring the collaboration sequence
Configuring initials fields for a recipient
Configuring in-person signatures for a signer
Configuring recipient information fields
Configuring form filling settings
Configuring the workflow type
Configuring permissions to print the document
Configuring permissions to download the document
Configuring permissions to add text fields
Configuring permissions to allow attachments and merging
Configuring password to open the document
Configuring permissions to change the recipients
Configuring OTP to open the document
Configuring duration to access the document
Configuring legal notice with the document
Configuring reminders for a signer
Configuring certify document settings
Configuring email settings
Configuring post signing activity
Saving a workflow template
Renaming a document
Sharing a document
Recalling a document
Changing a recipient permissions during workflow
Changing a recipient during workflow
Signing a pending document
Selecting a document
Opening a document
Viewing & downloading document attachments
Merging a document before signing
Experiencing restricted access during signing
Adding text fields before signing
Filling in the information fields before signing
Filling in the form fields before signing
Filling in the initials fields before signing
Signing the in-persons fields before signing
Agreeing to the legal notice
Posting signing comments
Using the "Start new workflow" option
Signing a draft document
Declining a pending document
Reviewing a pending document
Updating a pending document
Using the "Bulk Sign" option
Archiving a document
Viewing document log
Viewing workflow evidence report
Viewing document details
Reminding a recipient manually
Viewing the verification details
Configuring Personal Settings
Configuring your profile
Resetting your password
Resetting your security question
Specifying your locale
Configuring your signature settings
Configuring signature appearance
Managing your contacts
Importing contacts via CSV file
Managing your groups
Managing your workflow templates
Configuring signers in a template
Configuring group signing in a template
Configuring reviewers in a template
Configuring group reviewing in a template
Configuring editors in a template
Configuring group editing in a template
Configuring placeholders in a template
Configuring the collaboration sequence in a template
Configuring initials fields in a template
Configuring in-person signatures in a template
Configuring recipient information fields in a template
Configuring form filling in a template
Configuring workflow type in a template
Configuring document permissions in a template
Configuring reminders in a template
Configuring certify document settings in a template
Configuring emails content in a template
Configuring post processing activity in a template
Locking a template
Managing your documents library
Configuring your notification emails
Customizing your notification emails content
Enabling your cloud drives for post processing configurations
Managing your legal notices
Delegating your signing authority
Optimizing your account storage
Configuring Enterprise Settings
Configuring enterprise profile
Managing registered users of an enterprise
Registering enterprise users
Registering enterprise users via CSV file
Inviting enterprise users
Inviting enterprise users via CSV file
Auto provisioning of Active Directory users
Disabling a user access
Managing enterprise contacts
Importing contacts via CSV file
Managing SigningHub access
Configuring signature settings in a role
Configuring signature appearance in a role
Configuring user settings in a role
Configuring admin access in a role
Managing enterprise groups
Managing enterprise templates
Managing enterprise documents library
Configuring enterprise notification emails
Customizing enterprise notification emails content
Configuring integrations with third party applications
Managing third party integrations
Configuring workflow completion report
Configuring enterprise branding
Configuring advanced settings
Optimizing enterprise account storage
Managing enterprise legal notices
Managing certificate filters
Managing enterprise password policy
Configuring document accessibility via Email links
Upgrading Service Plans & Billing
Viewing your service plan & invoices
Upgrading your service plan
Viewing your usage statistics
Cancelling your payment agreement
Document Revisions
:
Edit Page
Publish Draft
Delete Draft
Compare Draft
Edit Header
Home
>
Configuring Personal Settings
>
Managing your workflow templates
Managing your workflow templates
SigningHub enables you to create document
template(s)
to swiftly reuse the workflow configurations on the same documents in future.
The individual and enterprise users can manage (Add, Edit, and Delete) their personal templates, while the enterprise users can also use the enterprise templates as maintained by their enterprise admin. The saved templates can then be applied on the same documents to reuse the workflow configurations.
To view the enterprise templates (applicable to enterprise users only),
Click the "Settings" option from the top menu.
Click the "Templates" option from the right menu.
Select 'Enterprise' from the "Template" drop down available at top left corner of the screen.
The adjacent count shows the number of available enterprise templates.
To view your personal templates,
select 'Personal' from the "Template" drop down.
The adjacent count shows the number of available personal templates.
To create a new template,
Click the "Settings" option from the top menu.
Click the "Templates" option from the right menu.
Click
from the main grid header. The "Create Template" dialog will appear.
Specify template name and description in the respective fields.
Click the "Select Document" button and browse the document for this template. The selected document will be opened to configure template details.
C
onfigure
document signers
and
group signing
in the template.
C
onfigure
document reviewers
and
group reviewing
in the template.
C
onfigure
placeholders
in the template.
C
onfigure
signing and reviewing sequence
in the template.
C
onfigure
initials
in the template.
C
onfigure
in-persons
in the template.
Configure
form filling
in case of a PDF form.
C
onfigure
signer information fields
in the template.
C
onfigure
document permissions
in the template.
C
onfigure
reminders
for the recipients in the template.
C
onfigure
document certification information
in the template.
C
onfigure
workflow type
in the template.
C
onfigure
post signing operations
in the template.
C
onfigure
emails' content
in the template.
I
f required,
lock
the template.
Click the "Save Template" option.
To edit an existing template,
Click the "Settings" option from the top menu.
Click the "Templates" option from the right menu.
In case you are logged in as an Enterprise user, select 'Personal' from the "Template" drop down available at top left corner of the screen.
Click
adjacent to the template (to edit) from the main grid. The template document will be opened with all the configurations in editable mode.
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.
Click the "Save" button.
To delete an existing template,
Click the "Settings" option from the top menu.
Click the "Templates" option from the right menu.
In case you are logged in as an Enterprise user, select 'Personal' from the "Template" drop down available at top left corner of the screen.
Select the template from the main grid.
Click
from the main grid header.
1. An
Enterprise user
cannot edit or delete the enterprise template(s).
2. 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
Configuring your profile
Configuring your signature settings
Managing your contacts
Managing your groups
Managing your documents library
Configuring your notification emails
Enabling your cloud drives for post processing configurations
Managing your legal notices
Delegating your signing authority
Optimizing your account storage
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