How to create a SigningHub template

September 18, 2020 by Riaan de Villiers

Templates in SigningHub can greatly speed up signing workflows that are performed often, for example, claim forms.

Speed up signing workflows that is used often by creating a template.

Templates can be used to configure signers, access security, user permissions, workflow type, etc.

This ‘How to article’ uses an electronic signature to sign the document.

For this tutorial, the Document Owner must be registered on SigningHub.

Create a workflow template
#	Step
1	Log into SigningHub at web.signinghub.co.za. The credentials to log into SigningHub will have been created during the enrolment process.
2	In the top right-hand corner, click on the Down arrow then select My Settings.
3	Select Templates on the left toolbar. Please note – if you do not see the Templates option, request it from your account manager or from: info@lawtrust.co.za.
4	Click the Plus sign to create a new template.
5	Upload the document that will serve as the basis document.
6	Signers and placeholders can be replaced with the names of the actual Signers when the template is applied to a signing workflow. Add the required number of Signers. Or add the required number of placeholders.
7	SigningHub will now pre-populated the signers that was configured in the template. If required change the name of the Signer. Additionally, post-process settings, workflow type, access security, permissions, etc. can also be configured now.
8	Click the Next button.
9	Add signature blocks for all the Signers or Placeholders. The signature blocks can be either electronic signatures or digital signatures. Other elements, like textboxes and date fields can additionally be added to the template.
10	Click the Done button.
11	Enter a name and description for the template. Click the Save button.
12	The template is now ready to be used in signing workflows.