By creating Templates for the documents and processes used most frequently, your life becomes easier and you don’t have to repeat the same mundane steps over and over again.
Templates helps if you often:
- use the same settings for cases,
- send the same document to different persons, or
- send different documents to the same persons
Go to Templates in the Web Office to create a new template.
When you have made your settings and added the relevant documents, you are ready to send your first case off for signing!
You can always edit a case that has been created from a predefined template, before you send it off for signing.
Copy a template
You can easily copy an existing template if you don't want to create a new one from scratch. Click the arrow next to the existing template and select Copy this template: