Auto Templates enable Organizations to establish reusable categories of documents, each pre-configured with signer groups and signing fields. Detection criteria can be implemented to identify and determine when a matching document is added to a Package by a user, automatically applying the pre-set signer groups and fields to the matched documents in the Package.
- Once logged in, on the Dashboard, under the Auto Templates section, click on New to create a new Auto Template.
Or from the Packages homepage click on New Auto Template.
- On the next screen, under the Customize Auto Template section, users can enter the details of the Auto Template:
- Auto Template Name and Template Code are required fields.
- Users can also set the access criteria for the Auto Template.
- Enabled - Activate this template so that it can be detected and utilized when creating Packages.
- Shared - Distribute this template to all members of your organization to be accessed and used.
- Then, under the Add Signers section, users have the ability to create signer groups and designate signer roles under them. Please be aware that the platform requires unique names for signer groups and signer roles and will prompt with an error message if duplicates are detected. Users can easily update the names of existing signer groups and roles by clicking on them and using the Update button to make changes.
- In the Add Documents section, users can either drag and drop PDF documents or click to select and add the necessary reusable documents. Upon completion, clicking the Next button will open the documents for templating.
- On the templating page, users can add the required fields for the specified signer roles to the documents. Signer groups and roles are listed on the left panel, where users can select signers and add fields using the drag-and-drop option or the select mode.
See: How to Template a Document
- Here users can also include detection criteria in the Auto Template for the document to be identified and determine when a matching document is added to a Package. Once the template has been detected, the platform automatically applies the pre-set signer groups and fields to the matched documents in the Package.
- Selecting the Auto Template Document menu from the right panel displays the Auto Template Document properties.
- Users can include the detection criteria under the Scan & Match When.
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Name - This is to match the name of the document. The platform defaults to the Contains drop-down option and automatically picks up the document name. Advanced users can add validations via Regular Expression as well.
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Metadata - This is to match the title of the document. The platform defaults to the Contains drop-down option and automatically picks up the title of the document. Advanced users can include validations via Regular Expression.
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First Page Text - This is to match specific words or phrases on the first page of the document. The platform defaults to the Keywords drop-down option. When opting for this choice, users must supply a minimum of three comma-separated words or phrases. Other available options are Contains and Regular Expression (for advanced users).
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Name - This is to match the name of the document. The platform defaults to the Contains drop-down option and automatically picks up the document name. Advanced users can add validations via Regular Expression as well.
- Selecting the Auto Template Document menu from the right panel displays the Auto Template Document properties.
- Once the users have completed templating all the documents, they can Save the changes and Close the template.
- Users can find the created Auto Template on the Auto Templates listing page. The platform will highlight documents that have not yet been templated with a Not Templated tag. Users can edit the Auto Template to complete the templating process.