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![]() ![]() Note: Choosing Prefill by you in the Recipients pane will allow you to prefill text on the document as the owner before sending it out for signatures. Add the form fields for each recipient by choosing the corresponding recipient from the Recipients pane in the top right of the document viewer screen.Set other optional settings such as private message, authentication code, automatic reminders, and recipient note to suit your requirement, then click Continue.The recipients after them in the signing order will receive the document only when all the previous signers finish signing it. Note: If the same position is entered for two or more recipients in the signing order, the document will be sent to them in parallel for signing. Arrange the recipients in the desired signing order using the slider icon, or by entering each recipient's intended position in the numeric field next to the slider icon.Both cannot be left empty at the same time. Note: Either the Role field or the Email field is mandatory to define a recipient. Enter the details of the recipients and assign roles to them.Enter the details of the template such as name, description, time to complete, and the document type.Upload or import the document you would like to create the template with.Click the Create template button in the top-right corner.Click Templates from the left navigation panel on your Zoho Sign dashboard to open the templates page.Note: Creation of templates can only be done by organization administrators. Perform the following operations using this feature:Ĭreating a template is very similar to sending a document out for signature. Saved templates are permanently stored in your Zoho Sign account until you manually delete them. The templates feature in Zoho Sign allows you to create common formats for particular types of documents and save them for reuse in the future. Available only in Professional and Enterprise Editions ![]()
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