It is now possible to add Templates in the Stiply application. This provides you, as a user, with the ability to add Templates for the documents you frequently use. When you use a Template, the Stiply application recognizes where the fields need to be placed. Tags are no longer necessary in this case.
How do I create a template?
Next to the "Bulk" option, you will now see the button labeled "Template."
After clicking on this button, you will be taken to an overview. Here, you can see which templates are active and you can edit templates that have not been completed yet. Additionally, you can delete existing templates. Once a template is saved, you can no longer edit it. By clicking on the "Create New Template" button, you can create a new template.
In this new screen, you can upload the source document. This is a sample document that you will use to create a template. Here, you can also enter a name and specify the number of signatories for this type of document.
In the next step, you can optionally already add signatories. This can be useful if, for instance, the same signatories are always involved. You can also specify an authentication method for each signatory. You can also choose to add either authentication methods or email addresses only. It's not mandatory to add both. If you prefer not to use this feature, you can leave these fields blank.
In the following screen, you can place the fields that need to be available on the document and assign them to a signatory. You can also indicate the page calculation for the fields. Use this setting when additional pages are added after the page with the signature fields, such as extra attachments following the page with the signature fields. Is everything correctly positioned on the document? If so, you can click on the "Save" button. Please note that after this, you won't be able to make any further changes to this template.
How do I use a template?
When creating a new signing request, you can click on "New sign request from Template" to use a template.
In the new overview, you will see all the active templates in the account. When you click on "Use This Template," you can upload a document.
In the next screen, you will enter the usual screen for adding signatories. Here, you will have all the options available just like normal. If you've already added signatories in the template, you will see that this information is already filled in. You can still edit or modify this information in this screen if needed.
There are two options to finalize this signing request: "Save and Go to Details" & "Send Signing Request."
With the "Save and Go to Details" option, you will get a final overview with all the selected information. This is the screen that is typically seen after editing the document.
With the "Send Sign Request" option, the signing request will be initiated and sent to all signatories immediately. This function does not show you the final overview.
The signing request has now been initiated and will be sent to the signatories.