Available in V 3.5
Users can create Packages in iinked that can make use of Auto Templates that are configured in their iinked account. It is necessary to enable the Auto Templates that you would like detected prior to starting the Package creation process.
See: How to Enable Auto Templates
When a document is added to a Package, if iinked Sign detects a match to an already templated document, signer groups and fields are automatically applied to the document in the package.
- Navigate to the Syngrafii application and Log in.
- Once logged in, click on the ‘New’ button under the Signing Packages section on the dashboard.
- Select the required signing workflow option for the Package.
- This takes the users to the Customize Package page. Here they can enter the required fields for the Package.
- Then skip to the Add Documents section to add the documents that need to be sent out for signing. Via the Global Auto Templates in iinked, the platform may automatically detect the document based on various criteria and then add the related signer groups and fields to the document accordingly.
- Here users can assign a signer group's role to a signer. Under the Add Signers & Recipients section, clicking on the first drop-down menu displays all the available signer groups for the Auto Detected documents. Selecting one of the signer groups will populate the signer roles in the second drop-down menu.
- After selecting the signer group and role, input the signer details, and then click the Add button to assign the signer role to that signer.
- Once all the required information has been filled in on this page, click on the Next button in the top right corner to navigate to the templating page.
- On the templating page, all attached documents will be displayed, each pre-templated with signature and initial boxes. You can add extra fields or remove pre-templated ones if necessary.
See: How to Template a Document
- After templating the documents simply click on the Send button in the top-right corner to send the documents to the signers. Once all the signers have signed the documents, you will receive a confirmation email with the finalized documents.
- You can also request the MasterFile (Audit Trail) by clicking on the View MasterFile link.