Upload a Smart Template

Smart Templates is a powerful tool that lets you create dynamic documents in HTML. With it you can build agreements and forms that are fillable and editable straight in the Web Office – both for the signing party, your agents or your integration.

You can build your templates in an external editor, or use the built in editor in Assently. 

1. Using the built in editor

Upload an empty .html-file (create one yourself or use the one attached to this article).

Choose Edit under the cog menu.

Write or paste your agreement, add fillable fields and build the logic using the tools in the menu. If you view the source code you can see that your content is wrapped around <form></form> tags.

2. Using an external editor

Create a .html-file and upload it to your template. Follow the HTML5 standard, and wrap your content with <form></form> tags. 

<form>
 <h1>Header</h1>
 <h2>Sub header</h2>
 <p>Text</p>
 <ol>
  <li>
   <p>First point</p>
  </li>
  <li>
   <p>Second point</p>
  </li>
 </ol>
</form>

File names and Document ID

Give your files descriptive and meaningful names, because the names will be shown on the receipt of signed documents. Common file names are: Agreement.html, NDA.html, Standard terms.html.

You'll find the document ID for each document under the cog menu, along with the option to include a document only when required (called for) by another document in the same template.

Notes:

• This feature is only available for certain account plans. Do you miss it? Contact your salesperson for price suggestions.
• For security reasons we do not support adding/loading scripts or loading external resources (including images and css) in the html document. Such content will be sanitized without warning.