Templates in SigningHub can greatly speed up signing workflows that are performed often, for example, claim forms.
How
to create a SigningHub template
Overview
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.
Prerequisites
This ‘How to
article’ uses an electronic signature to sign the document.
For this
tutorial, the Document Owner must be registered on SigningHub.
Workflow
Create
a workflow template
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#
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Step
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1
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Log into
SigningHub at web.signinghub.co.za.
The credentials
to log into SigningHub will have been created during the enrolment
process.

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2
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In the top
right-hand corner, click on the Down
arrow then select My
Settings.

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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.

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4
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Click the Plus
sign to create a new template.

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5
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Upload the
document that will serve as the basis document.

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6
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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.

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7
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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.

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8
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Click the Next
button.

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9
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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.

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10
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Click the Done
button.

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11
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Enter a name and
description for the template. Click the Save
button.

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12
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The template is
now ready to be used in signing workflows.
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