📝 How to Create and Use Templates in Zign for Automated Signature Workflow
Are you tired of manually creating envelopes and signing documents? Do you have commonly used documents like sales agreements, hiring documents, and social media policies that you wish could be converted into templates with just a few clicks? Well, you're in luck! With Zign, you can automate your signature workflow and speed up the envelope creation process. In this article, we'll walk you through how to create and use templates in Zign.
📄 Creating a Template
Depending on your permission set, you'll be able to create and manage templates from your Zign dashboard. Here's how:
1. Click on "Templates" on the left navigation pane.
2. Click "Create Template."
3. Upload the document you want to turn into a template.
4. Enter the template name, details of the recipient, and assign roles to them. Please ensure that either the RO field or the email field is defined.
5. Click "Continue" to proceed to the document viewer. Alternatively, click "Save and Close" if you wish to save the document for later use.
6. In the recipients pane, selecting "Pre-fill by you" allows you to pre-fill text on the document as the owner before signature.
7. Once all the fields are added, click "Save."
And that's it! You've created a template that can be used by everyone in your organization.
📨 Using a Template
Now that you've created a template, let's see how you can use it:
1. From your Zign dashboard, click on "Templates" on the left navigation pane.
2. Select the template you want to use.
3. Enter the recipient details. You can also add bulk recipients.
4. Click "Continue" to proceed to the document viewer.
5. Once you're in the document viewer window, you can add additional sign-up fields if needed.
6. Once done, click "Send."
And that's how you send a template out for signature! By using templates to automate your signature workflow, you'll be able to speed up the envelope creation process and reduce the risk of errors like placing the wrong sign or field.
📈 Pros and Cons of Using Templates in Zign
Pros
- Saves time and effort by automating the signature workflow.
- Reduces the risk of errors like placing the wrong sign or field.
- Can be used by everyone in your organization.
Cons
- Limited customization options for templates.
- May not be suitable for complex documents that require a lot of customization.
🌟 Highlights
- Zign allows you to create and use templates to automate your signature workflow.
- Templates can be created with just a few clicks and can be used by everyone in your organization.
- By using templates, you'll be able to speed up the envelope creation process and reduce the risk of errors like placing the wrong sign or field.
❓ Frequently Asked Questions
Q: Can I customize the templates in Zign?
A: Yes, you can customize the templates to some extent, but the options are limited.
Q: Can I use templates for complex documents?
A: It depends on the complexity of the document. Templates may not be suitable for documents that require a lot of customization.
Q: Can I add additional sign-up fields to a template?
A: Yes, you can add additional sign-up fields to a template if needed.
Resources:
- [Zign](https://www.zign.com/)
- [AI Chatbot](https://www.voc.ai/product/ai-chatbot) (Introducing our chatbot product that can automatically reduce large amounts of work on customer services.)
