REALTORS® who use iinked Sign standalone instead of using a supported integration, can manually enable which Global Auto Template Provinces and Categories within them they would like enabled in their account. These Auto Templates have pre-templated documents for all Real estate documents and forms, enabling REALTORS® to effortlessly create Packages with signer groups and fields already set up for them.
Only Organization Administrators can perform the steps below.
- Once logged in, on the iinked Dashboard, select the Organization button under the Settings tab. This will take you to the Organization Settings page.
Or from any other page, click on your name in the top-right corner, and select Settings.
- Then click on the Auto Templates link on the left panel.
- This will open up the Auto Template Settings page.
- To enable Global Auto Templates, click on the Enable Auto Templates drop-down menu and select Global.
- Once selected, click on the Apply button.
- To select which Province and sub-categories within that Province that you represent clients in, locate and activate the auto template that you would like made available in your account.
Next time that you create a new Package, iinked Sign will automatically detect that it is a part of the pre-templated documents, and apply signer groups and fields for you. You are able to remove or add any additional fields as you require.