How to Set Up a Template?

Here's an overview of the Template feature, Video and User Guides that will get you started on workflow automation in no time.

Here is a brief overview of the process:

  1. Set up Template
    1. Upload Document
    2. Add in Roles on the document e.g. Buyer & Seller or Student & Administrator
    3. Assign fields to each Role
    4. Set signing order on the template (if you like)

  2. Send out Document from Template
    1. All users under your organisation account can send out documents from the template
    2. Assign recipients to each Role
    3. Add optional settings on document e.g. passcode protection or message
    4. Click "Send"

  3. Recipients Sign Document
    1. Receive and click on the email notification for signing
    2. Click on every field to sign the document on any web interface
    3. Submit when done
    4. All recipients of the document, the Template Creator, and the Document Sender will receive completed document attached to the email. No account needed

Watch How to Use Templates (5-minute video)

HubSpot Video

Download User Guide to Templates

This is a detailed step-by-step guide to using the template tool.