Try RMail PRE-Crime Services – Template Groups allows you to create a standardized single element, a template group, composed of a number of templates.
When a signature request is sent using a template group, the signer has the ability to manage sent documents separately: they can decide whether they want to sign, delegate or decline signing some or all of the sent documents.
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This article covers the following topics:
How to create a template group
To create a template group, follow these steps:
1. Make sure the Allow users to create and use template groups is enabled.
2. Click on the Templates option from the top navigation bar, select the templates you would like to include in the group, and press the Create template group button.
3. Set the name and the description of the template group.
4. Complete the email subject and body to be used when sending the template group for signature.
Note: You can edit this information at the time of sending.
5. Click on Save.
The new template group will appear in the Templates page.
How to use a template group
Once you have created a template group, you can use it to send a signature request by following the instructions below:
1. Click on the Send option from the top navigation bar. You will be taken to the envelope preparation interface.
2. Click on the +Template group button. A dropdown will appear for you to select the template group to be used. Make sure you click on the Select button after choosing the applicable template group.
3. Fill out the recipients' names and email addresses for the first template in the group and click on the Next button. Note that you will have to repeat this process as many times as templates in the group.
Note: If one of the recipients' types is CC, additional options may become available, depending on whether the CC options setting is enabled. Also, for each recipient, you can select what is the recipient's language, if applicable.
4. Once finished with all templates recipients, if enabled, the Attachment request section will be available for you to request the recipient to include attachments when signing the document.
5. Click on the Send button.
You can review the sent envelope status and details in the Envelopes page.
Signers' experience
If you are a signer, follow the next steps when receiving a template group for signature:
1. Click on the View and sign document button in the received signature request email to access the Signers interface.
The signers interface will display all the template documents that are part of the template group, including those that were assigned to other signers.
Note: If you toggle the red All option, you will see only those documents that you are required to sign.
2. Select what action you want to take on each of them: Sign or Delegate.
Note: The actions dropdown for those template documents assigned to other signers will be greyed out.
Signing a document
When clicking on Sign, you will be directed to the document signing interface to complete the required information.
After clicking on the Submit button, a pop-up will appear for you to go back to the documents list or to continue signing the remaining documents.
Delegating to other signers
When clicking on Delegate, you will be asked to enter the information of the new signer.
Declining to sign
You may decline to sign one or all documents by selecting them and clicking on the Decline all button.
3. After signing, delegating or declining all the documents click on the Finish button.