How to create a Dynamic Template?
To create a dynamic template, you must first navigate to the ‘Templates’ tab and select the ‘Create’ button.
Here, all 4 template types will be displayed. Click on the ‘Dynamic’ tile.
Thereafter, please follow the below steps to proceed with your template creation.
Upload a File
- Select the file required, from the ‘Upload’ section.
- Once the required file is selected, the file details will be displayed.
- Only one file can be uploaded. If the ‘Upload’ icon is selected again, an info message will be displayed.
- Any uploaded documents can be deleted by simply selecting the ‘Delete’ icon after the document.
- Once the desired document is uploaded, select the ‘Next’ button to move on to the next step of adding recipients.
- The document upload status will be displayed at the bottom of the ‘Add recipients’ page.
- There are three different upload status types. The final one is ‘Document Preparation Done’.
Assign Recipients
- Select the ‘plus’ icon displayed inside the ‘Add step’ box.
- All address book contacts will be displayed within the ‘Add Contacts’ pop up.
- Select the Contact required. The option to select multiple contacts for each step is available.
- New contacts can be added, by selecting the ‘Add Contact’ option.
- Originators can add themselves to the workflow by selecting the ‘Add me’ checkbox.
- If you wish to enable a password for each step, navigate to the ‘Security’ tab and enable the step password toggle.
- Here you can enable ‘Verify ID’ to have a second form of user confirmation (Knowledge based authentication).
- Once all required contacts have been selected, click on the ‘Done’ button.
- The contacts added will display within the step box.
- If multiple contacts are assigned to a step, those contacts’ details can be viewed by selecting the ‘Info’ icon within each box.
- Once all recipients have been added, select the ‘Next’ button. Selecting this will allow you to move on to the next step of adding tools to the template.
- From your opened document, a Toolbar will be displayed with all the available tools that can be added to your document.
- Opening the drop-down menu, select the required step to which you wish to add a tool. The first step will be selected by default.
- Each step must include at least one tool to complete workflow.
- To add a tool, drag and drop the required tool to place it within your document.
- Size of the added tool can be adjusted as required.
- Each tool is color-coordinated according to the step to which it was added. The document preview displays color-coded tags on the pages where tools have been added.
- The tools added can also be edited. To do so, select a tool to open its properties panel.
- The selected tool can be deleted or renamed as required.
- Each tool has properties that can be defined or edited.
Complete the Workflow and Send the Document
- Once the document has been created and 'Next' is selected, a review page will be displayed, with a few fields to be filled out.
- The ‘Name’ field is mandatory. The ‘Next’ button will be disabled until this field is updated.
- ‘Expiration Date’ is optional, and that date can be selected from a calendar pop-up. Select the year, month, and date if the document requires an expiration date.
- ‘Due Days’ is also optional. If needed, enter the number of days by which the template is due.
- ‘Template Category’ can be selected from the dropdown. Available options are ‘Work’ and ‘Personal’. Based on this category, your template will display within the Template List
- A preview of the entire document workflow appears on the right side of your screen. The option is available to zoom in and out of this preview.
- Selecting ‘Next’ will send the created document to your first assigned recipient.
- The created Template can now be found and tracked within your Template list.
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