How to create a User-Specific Template?
To create a user specific 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 ‘User Specific’ tile.
Thereafter, please follow the
below steps to proceed with your template creation.
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.
- You have the option to ‘Add
Token’ as well.
- 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 template details.
Complete the
Workflow and Send the Document
- Once recipients are added
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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