Using Procedure Templates

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Creating the same procedure over and over can be time consuming. You can save time by creating a template for the use case standing out in your organisation.

All you will need to do is complete the missing information when you want to submit a signature request.

Creating a Procedure Template

  1. Login to your Yousign account
  2. Go to the Templates menu on the left side of your screen
  3. Click on "Create a Template".
  4. Define the name of the model and a description, if necessary.

Example

Let's imagine you want to create a template for employment contract. In your internal process, each employment contract is signed by both the HR department and the new hire.

You might also use a standard document that you send to every new hire.

All you need to do is to pre-register your HR department in the template in step 1 and add the standard document to set the signature block in step 2.

Therefore, when using the template, you will just need to add your new employee as a signatory and add the other document needed for this specific hire 😉.

Good to know:

📝 Each user on your Yousign account will get access to the templates you created, allowing you to work together efficiently as a team.

💡 If you add an external contact when you create a template, you will be able to change the contact information when you use that template to create a new procedure. The signature blocks and text fields will also be changed on your document with the right information.

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Note: This feature is available from the APP Business & API Premium plans.

 

To go further:

About procedure's duplication

 

 

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