If you regularly send out similar documents for signing, using a sign request template in Stiply can save you a lot of time. Instead of placing all the signature and text fields manually every time, simply upload your document and select the right template, and you're ready to go.
Why use templates?
- Faster process: No need to add fields manually each time.
- Consistency: Always use the correct layout and structure.
- Efficiency: Perfect for standard contracts, agreements, or recurring forms.
How to create a sign request template
- Go to your Home screen.
- Click on the Templates tab in the Top right of the menu.
- Choose Create new template.
- Upload a standard version of your document and give the template a recogniseable name.
- Select the amount of signers this document usually has.
- It is possible to add a mandatory signer, someone who always has to sign it. For example the CEO of your company.
- Place the necessary fields (signature, text, date, etc.) exactly where you want them.
- Save the template once everything is in order.
Using your template in a sign request
- Start a new sign request (with a template).
- Upload the document you want to send.
- Select the template you’ve created.
- The fields will be automatically placed, all you need to do is add the signer(s) and send it!
Important to know
- Templates are available on all subscription types except the Light plan.
Need help setting up a complex template? Reach out to our team, we’re happy to help!