Adding/Loading/Editing a Template

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Adding a Template

Before you can use a template for the electronic signature of a document, it must be added to the list of templates.

• Create an eZsign folder in the desired folder type (personal or shared). For more information, please see the articles Difference between a Personal Folder and a Shared Folder and Creating an eZsign Folder.

• Add the signatory in the "List of Signatories" section. For more information, please see the article Adding/Editing/Deleting a Signatory in an eZsign Folder.

NOTE: The user who created the folder is automatically added to the signatories.

• Add the PDF document in the "List of Documents" section. For more information, please see the article Adding/Editing/Deleting a Document in an eZsign Folder.

• Click on the file name or the Fountain Pen icon to display the document.

• Add the desired fields in the document. For more information, please see the article Adding/Editing/Deleting a Field in a Document.

• When all the desired fields are added, check the Save Template box.

• Click on Submit.

• In New Template , select the type of templates in which you want to add the one you just made. For more information, please see the article Types of Templates.

• Enter the Template Name, i.e. the name of the document/form. In this example: "Contract".

• Standard Document : Select "Do Not Change Anything".

• Select the appropriate Template Language.

• Visible only by the Administration : Check this box if you want this template to be visible only to administrators.

• New Role : Assign a role to the signatories of this document. In this example: Amanda Smith (turquoise field) is the client and Mireille Gagné (yellow field) is the representative.

• Click on Create and the template will be added to the list of templates.

Loading a Template in an eZsign Folder**

Once a template has been added to the list of templates, it can be loaded to quickly add fields in a document of the same type instead of adding them manually.

• From an eZsign folder, in a document in which you must add fields:

• Click on Load Template.

• You can Search the template by writing its name in this field or you can select it from the drop-down list of templates in French or English. In this example: "Contract".

• Assign the role of each of the signatories. In this example: Rebecca Stone is the client and Mireille Gagné is the representative.

NOTE: If, for example, you have only one signatory instead of two, select "-- Unused --" for the 2nd role.

• Click on Submit.

• The fields will automatically appear in the document in the same places as in the template you saved.

Editing a Template

It is possible to modify an existing template by replacing it.

• Complete all the steps to load a template (see above in this article).

• Edit the template. In this example : A field has been added for the initials of a signatory.

• When you have completed the changes, check the Save Template box.

• Click on Submit.

• Check the Replace Template box and select the desired template. In this example: "Contract".

• In the Template Name , enter the same name to avoid having multiple versions of the same template. In this example: "Contract".

• Standard Document : Select "Do Not Change Anything".

• Template Language : Cannot be changed.

• Visible only by the Administration : Check this box if you want this template to be visible only to administrators.

• Old Role and New Role : Assign the roles to the signatories of this document. In this example, the roles remain the same: Rebecca Stone (turquoise field) is the client and Mireille Gagné (yellow field) is the representative.

• Click on Create and the template will be replaced in the list of templates.