Templates

Once a template has been created, it can be reused as often as desired. This functionality comes in handy when you have added a signature field to a standardised form which you would like to use repeatedly.
inSign templates

Create a template

Check tab “Templates” for the button “New template”. Clicking this button creates a new process which can be edited as normal. Once the editing has been completed, you can exit the process by pressing “Save template” and the new template will be available to you.

Use a template

To generate a new process based on a template, simply click the name and select the function “Create new process from template” from the context menu. Following this you will be prompted to enter a process name. Pressing “OK” will start the new process.

Edit a template name

The name of a template can be changed by calling the “Rename” function.

Share a template

If you work with multiple users in an inSign group, you can share the template with other users.

Note: For most users this feature is not activated, i.e. no groups for sharing are displayed.

Delete a template

A template can be deleted by calling the “Delete” function or clicking the trash can icon.
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