Save your configurations in a template

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Once you are done with setting all your workflow related configurations on a document, SigningHub lets you save these configurations in the form of a template for your future use. The template will be saved in your personal templates.

Saving your workflow configurations as a template is subject to your assigned enterprise user role. If you are willing to use this provision, ask your Enterprise Admin to enable it in your Role>Document Settings.

Save your set configurations in a template

After you have:

Added the document,
Added all the recipients and placeholders,
Configured workflow type,
Configured special privileges, and
Added all the data fields in a workflow package:

Click the "Save Template" button.

A dialog will appear, specify the name and description of the template in the provided fields.

Click the "Save" button.

1. The workflow related configurations are saved with respect to a document. When a package contains multiple documents, the "Save Template" option will not appear.
2. You can save your workflow related configurations in a template, as far as the status of your documents package is "Draft". Once the package is shared, the "Save Template" option will disappear.