RSign Template Settings - RMail & RSign by RPost

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Tool Tip

RSign Template Settings

This video reviews the RSign® Template Settings. These include: Allow Template Editing, Create Static Link for Template, Allow Template Post-Signing Landing Page, Allow Users to Create Rules, and Allow Users to Create Message Templates.

Step-by-Step Instructions

There are three main options under the Display on Send Tab:
Active, Disable, and View Only

When the setting is set to Active, this setting is available in the options section of the Send Tab.

When the setting is set to Disable, the setting is not available.

If View Only is selected, the setting is visible but not editable.

The Default settings will have the options of selecting either No or Yes.

The settings include:

Allow Template Editing: This allows the user to edit a template after it has been created.

Create Static Link for Template: A link is available to be able to post to a website, link to a button, or send by email. When clicked on that link, it will bring the signer right to the document to sign.

Allow Template Post-Signing Landing Page: When a URL is added to the text box, the signer is brought to that URL or webpage after the document has been signed.

Allow Users to Create Rules: A rule is defined as a set of controls. A control can include a name, date, signature, or checkbox among others. You can create a set of rules to be in a location so that when you upload a document you just assign the rule to the document and it automatically places those controls in the specific location they were saved at. This is a shortcut so that you don’t have to drag and drop controls in the same location for similar documents.

Allow User to Create Message Templates: A message template is a saved subject and email body. If you have several types of emails you send, you can create message templates. If Yes is selected, you will have a drop down when creating the subject and email body that will be pre-populated with the templates you create. This is a shortcut so you don’t have to always create a subject and email body.