A template simply holds the information about signature and other components(text field, radio button, etc.) on the document. By using templates, managing reusable documents can be done in a fast and easy way. Template management is avaliable both in Techsign DOC Client interface and Techsign DOC API.
Template creation by using Techsign DOC Web Interface is simply explained in below steps.
1- Click on “CREATE NEW” button and upload template pdf. Add recipients(signers) for signature areas. Then click on “PREPARE THE CONTRACT”.
2- Add signature areas and other components needed. Click on “SAVE AS TEMPLATE”.
3- After step2 template is ready to use. It can be seen by using “CONTRACT TEMPLATES” menu.