A templateTemplates enable you to predefine recipients, documents, and signature fields. Reusing templates enables you to automate future transactions. You can also define Layouts, which enable you to save and reuse prepared documents. enables you to predefine signers, documents, and signature fields for future use. Templates can help you automate future transactions.

The rest of this section discusses:

Viewing Templates

To view existing templates:

  • Click the Templates menu option. The Templates page displays all templates created by you. This page has the following columns:
    • Template Name: Displays the template's name. If you want to view a particular template, click <Name of Template>.
    • Documents: Displays a list of the template's documents. This list reflects the order in which the documents are to be signed.
    • Expiry Date: Specifies when the template will expire. Once the template has expired, it will no longer be available for signing.
    • Last Updated: The date on which the template was last modified

Creating Templates

To create a template:

  1. Click New Template at the top of the Templates page. The Create New Template page appears.
  2. Configure the following fields on that page:
    • Name: Type a unique name for the new template. This is a required field.
    • Enter a description: Type an optional description of the new template.
    • Use Template: This is a drop-down list of all templates created by you, plus all shared templates created by other users on your account. If you want to use one of those templates as a basis for your new template, select it from this list.
    • Share template: This is a toggle switch that determines if your new template will be available to other users on your account. By default, this switch is off.
    • Settings: Clicking this field displays the following optional settings:
      • Expiry Date — Specifies when the transction or template will expire. Once it has expired, it will no longer be available for signing. The expiration time can be specified either as a future date (e.g., 01/18/2020) or as a time interval (e.g., 20 days after the transaction or template was created). If a user specifies that the transaction is to expire after a certain number of days the date the transaction will expire is displayed to the user. Whether the default format is "date-based" or "time-based" is configured at the account level.
      • Enable in-person signing — Enables the transaction to be signed in person by all signers on the same device.
      • Enable notarization — Configures the transaction for notarization. Notarization is used in various circumstances (e.g., transferring land, transferring vehicles, insurance settlements, liens, trusts). For more information, see e-Notary.
      • Time Zone — The time zone used to display all dates on the transaction's signed documents.
      • Language — The language in which the transaction will appear.
      • Review before completion — Enables you to review the transaction and all its signed documents after all signers have signed, but before you complete the transaction.
      • Enable accessibility — Enables blind and visually impaired users to review and click-to-sign PDF documents that are presented with a supported browser and accessibility tools.
      • Email Reminders — Configures reminders that will be sent automatically to all recipients of a transaction who have not yet signed. For more, see Managing Transaction Reminders.
      • Field Formatting — The Font Size option specifies the font size that will be used for the text in a field when the parent document is printed. The options are: (1) a specific font size; (2) Auto-fit (which will scale the text to fill its input box).
      • Message to all recipients — Enables you to send a message that will be viewed by all recipients as part of the transaction's invitation email. If a template is selected, this field will be populated from the template.

      The value that initially appears for all of the above settings except Email Reminders is automatically set to the default value specified for the sender's account. That default value can be changed only by contacting our Support Team.

  3. Click Create.

Applying Templates

To see how to apply an existing template, see Creating a Transaction.

Deleting Templates

To delete one or more templates:

  1. Select their check boxes on the Templates page.
  2. Click the trash icon on the upper right.

Video Tutorial

How to Create and Use Templates in OneSpan Sign

Templates enable senders to save the attributes of a document package for reuse. A template can be created either from an existing package, or from scratch.

To create a template from scratch:

  1. In the Global Navigation Toolbar, click Templates.
  2. In the Global Actions Toolbar, click Create Template.
  3. Give the template a Name and optionally a Description.
  4. Click Create.
  5. Click Add Document, and add all desired documents to the package.
  6. Click Add Signer, and add all desired signers and/or signer placeholders to the package.
  7. Click each document to access the Designer view, and then position Signature Boxes and fields in the document. Those placements are saved automatically.

To use a saved template:

  1. In the Global Navigation Toolbar, click Templates.
  2. Click the saved template you want to use.
  3. Modify the template if you wish.

Video Tutorial

How to Prepare a Document for Signing