Read-only templates

SigningHub enables you to lock a template (make it Read-Only) so that the workflow configurations inside it cannot be modified during document preparation mode. This is useful in the situations when the defined workflow configurations within a template need to be enforced in their as it is format.

Mark a template as Read-Only

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 your template:

Click from the document viewer screen header, as marked with the red arrow.
A dialog will appear, tick off the "Read Only" option.
Click the "Save" button.
Click "DONE" from the top right corner of the template.

A template can be made read-only even if it has any placeholder or a recipient without signature field.
The workflow configurations within a read-only template cannot be modified during document preparation, except updating placeholders.
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.