Save time and streamline transactions by using Document Templates for your business to prepare tags on standardized forms and documents you send frequently. Instead of preparing the same document in the same way for multiple transactions, you can prepare the document once and save it as a template to use repeatedly.
Templates are also compatible with EasyLinks.
Who can use this
Only admins, team members, and tech support users can create and edit business document templates, including notaries sourcing transactions (NSTs).
Any user with permission to send transactions can apply an existing template to a transaction.
Read more about User roles overview for your organization for details about permissions.
ℹ️ Business document templates and template matching are not intended for real estate customers. If you're a real estate customer and would like to use templates for your transactions, contact your Customer Success Manager (CSM) or contact sales.
What you need
Documents must be PDF files. If you have multiple documents, make sure each document is a separate file instead of combining multiple documents into one file. This will help the system's template matching find and match templates when you or your signers create transactions.
Create a template
Log in to your Proof account to complete the steps below.
- Click Tools from the navigation panel on the left.
- If you don't see the panel, click the caret to expand it.
- Select Document templates on the Tools page menu.
- Click Create new template + in the upper right.
- Select the document to prepare as a template from your local files.
- Fill in the required fields.
- Rename your template if desired (default is the file name).
- Add the permalink for use with API or EasyLink.
- Select the desired requirements for the document's completion.
- Click Prepare document.
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Drag and drop the desired signer and notary fields to indicate what information needs to be provided. Learn more about tagging your documents.
- Click Save & close on the right to save your changes.
Now that you've created your templates, create a transaction with templates.
Tips
Reorder Documents: If you have multiple documents in one template, you can drag and drop to reorder the documents. Click and hold the 6 dots on the left of the document you want to move. Drag it to the position you want, then drop it (let go of your click). Repeat until all documents are in the correct position.
If you need to replace the document that's used in an existing template and want to preserve the signer and notary fields that have been applied, check Replace a prepared document.