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With standardized documents or reusable templates, senders need not to prepare the same document over and over again each time they need to send the document for recipient e-signature. This process of creating a template of a standard document or form once, and reusing the template each time the document is needed to be e-signed, saves administrative time and simplies the process of preparing and sharing documents for electronic signature.
RSign lets senders configure a document as a reusable template so that they will never have to do it again for a similar transaction.
Step 1: From the RSign dashboard, click Templates, then choose Create Templates to create a new template of a document or commonly used form.
Step 2: Give the template a name and description, set frequently used options such as expiry date and reminder settings.
Step 3: Attach the document or form that will be the basis of the template and click “Next”.
Step 4: Prepare the document with tags, rules, and input fields for signer so that the document is ready for sending, and click “Save”.
RSign provides a variety of document tags and field rules so that the document can be converted to a completely customized template and re-used without any further document, form or template preparation. In addition to basic tags and signature fields, senders can create dropdown boxes and place checkboxes anywhere on the document.
