Templates

Templates and text tags for
re-use and automation

Save Document Tags and Field Placements

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No matter the complexity of your document or form, RSign makes it easy to repeat similar transactions. Configure a document just once as a template, and you’ll never have to do it again for that document.

Save and Reuse an Entire Workflow

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Configure and save signer roles, routing rules, reminder notifications, and more, so you can breeze from one transaction to the next.

Share Templates With Other Group Users

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Share templates with and among your user community.

Includes

  • Create One-Click Reusable Templates

    RSign lets you create reusable templates for transactions you plan to repeat. These allow you to prepare the document and configure the sending/signing options just once. The prepared document and selected configurations will then be available on demand, whenever you need to process a similar transaction.

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  • Pre-configure Document Tags and Field Placements

    Set your document’s tags and field placements with RSign’s simple drag-and-drop preparation process just once, and your prepared document will be ready for similar transactions.

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  • Configure envelope options, signer roles, workflow routing, reminder notifications, and more

    RSign’s template feature also allows you to save the entire workflow associated with a certain type of transaction. For example, you can pre-set password access, signer roles, reminder options, and more.

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  • Template Sharing

    Share templates with and among your user community.

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  • Word/PDF Template Text Tags

    Word/PDF documents can be uploaded or sent from business systems pre-configured with signoff rules using defined signer control tags. All document controls and features are available in document tags.

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