Document templates automate your workflow by eliminating the need to manually tag every new transaction. By placing signer and notary fields on a template once, you can reuse that document across multiple transactions for a faster, more consistent sending experience. Check out this article to learn more about setting up and managing your templates.
Your documents must be individual PDF files. If you have multiple documents, keep each one as a separate file rather than combining them. This helps the system match the right template when you or your signers create a transaction.
Create a Template
Log in to your Proof account, then follow the steps below:
Go to Document Templates
Click Tools from the navigation panel on the left, then select Document Templates from the Tools page menu.
Create a New Template
Click Create New Template + in the upper right, then select the document you'd like to use from your local files.
Fill In the Required Fields
Before preparing your document, fill in the following:
- Rename your template if desired (the default is the file name).
- Add a permalink for use with the API or EasyLink.
- Select the desired requirements for the document's completion.
Prepare and Tag Your Document
Click Prepare Document, then drag and drop the desired signer and notary fields onto your document to indicate what information needs to be provided. Learn more about tagging your documents.
Save Your Template
Click Save & Close on the right to save your changes. Your template is ready to use!
Need to reorder documents in your template? Click and hold the 6 dots to the left of the document you want to move, drag it to the correct position, and drop it.
Summary Checklist
- Your documents are individual PDF files.
- Go to Tools, select Document Templates, and click Create New Template +.
- Upload your document, fill in the required fields, and click Prepare Document.
- Drag and drop signer and notary fields onto your document, then click Save & Close.
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