Templates

October 2, 2023

Contributed by:

This article explains how to use templates when creating documents to send for signatures.

Create a template

Use the following set of instructions to create templates in RightSignature.

In ShareFile, navigate to Signatures > Templates.

The ShareFile RightSignature page opens in a new tab.
Select Create Template.
Select Upload A File to open the document you want to build a template with.
If replacing the underlying source file used to create the template, select the red x. Afterwards, select the new source file of the template.
Select Prepare Document to continue editing.
First, edit the roles on the template - change the role names, edit the order, or add/delete roles.
Select Next: Place Fields to create the signer and annotation fields for the template.
Next use the document overlay options to add, change, and remove various types of fields. When finished with edits to the document, click Next: Review.
Select Create Template.

Edit a template

Follow these steps to edit an existing template:

In ShareFile, navigate to Signatures > Templates.

The ShareFile RightSignature page opens in a new tab.
From the RightSignature dashboard, select Templates in the left menu bar, then select the template that you want to edit from Reusable Templates.
Select Details, and on the Details screen select Edit.
If replacing the underlying source file used to create the template, select the red x. Afterwards, select the new source file of the template.
Select Prepare Document to continue editing.

First, edit the roles on the template - change the role names, edit the order, or add/delete roles. When finished with editing the roles, click Next: Place Fields.
Use the document overlay options to add, change, and remove various types of fields. When finished with edits to the document, click Next: Review.
Edit the name, message, tags, expiration, and carbon copies for this template.
When you are finished editing, select Create Template.

The official version of this content is in English. Some of the Cloud Software Group documentation content is machine translated for your convenience only. Cloud Software Group has no control over machine-translated content, which may contain errors, inaccuracies or unsuitable language. No warranty of any kind, either expressed or implied, is made as to the accuracy, reliability, suitability, or correctness of any translations made from the English original into any other language, or that your Cloud Software Group product or service conforms to any machine translated content, and any warranty provided under the applicable end user license agreement or terms of service, or any other agreement with Cloud Software Group, that the product or service conforms with any documentation shall not apply to the extent that such documentation has been machine translated. Cloud Software Group will not be held responsible for any damage or issues that may arise from using machine-translated content.

Was this helpful

Templates

October 2, 2023

Contributed by:

October 2, 2023

Contributed by:

Templates

Create a template

Edit a template

In this article