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Document Templates | Business

Casey Birkholz
  • Updated

Overview

Save time and streamline transactions by using Document Templates 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.

Contents

🎯Primary Audience: Proof for Business

Need to Know

All user roles in your organization (owner, admin, team member) have access to create and manage templates.

Create templates for each document separately rather than compiling multiple documents into one file. This will help the system's template matching more successfully find and match templates to your documents when you or your signers create transactions.

ℹ️ Templates can only be created from PDF files with text (not images). If you have a Word document or similar file, save the document as a PDF before starting the template process.

Tips

The External ID field (found under Advanced Options in the Transaction Name field) can be utilized if your organization has an internal numbering or tracking system for each transaction. The External ID will be visible when you export any transactions with the external ID.

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.

Create a Template

Log in to your Proof account to complete the steps below.

  1. Click Tools from the navigation panel on the left.
    • If you don't see the panel, click the caret to expand it.
  2. Select Document templates.
  3. Click on the right.
  4. Select the document to prepare as a template from your files.
  5. Fill in the required fields.
    1. Rename your template if desired (default is the file name).
    2. Add the permalink for use with API or EasyLink. 
    3. Select the appropriate requirements for the document's completion.
  6. Click Prepare document.
  7. Drag and drop the desired signer and notary fields to indicate what information needs to be provided. Learn more about tagging your documents.
  8. Click on the right to save your changes.



Now that you've created your templates, create a transaction with templates.

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