Template Groups let you combine multiple templates into a single reusable group.
When you send a signature request using a template group, recipients can manage each document independently. They can sign, delegate, or decline individual documents within the group.
.
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 setting is enabled.
2. Click Templates in the top navigation bar, select the templates you want to include in the group, click Create, and then select Create Template Group.
3. Set the name and description for the template group.
Note: Click the expand options button on the left of Group Template to view the default sending options for this Group Template and modify if needed.
4. In the Assign order section, you can rearrange the order by dragging the templates to the desired location. Click +Add Item Group to include additional templates or rules. Click the trashcan icon to remove items from the group.
5. If the Enable Sender Attachment Requests is enabled in the Signer Attachment Options setting, you can request supporting documents from recipients during the signing process. This feature is particularly useful when additional documentation is required, such as IDs, contracts, or any other supporting files.
Read the following article to learn how to request attachments from signers.
6. Enter the email subject and message that will be used when sending the template group. When you're ready, click Save.
Note: You can edit this information at the time of sending.
The new template group will appear under My Group Templates, on 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 Send in the top navigation bar, you will be taken to the envelope preparation interface.
2. Click the Template Group button. A dropdown will appear for you to select the template group to be used. Make sure you click the Select button after choosing the applicable template group.
3. Enter the recipient names and email addresses for the first template, then click Next. You will have to repeat this process as many times as templates in the group. If multiple templates use the same recipient roles, a checkbox called Same recipients for all templates will appear; check the box if you want RSign to reuse those recipients throughout 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. Modify the subject and email body if applicable, or select an already created message template. Once finished, click Next.
Note: You can select and add an already created signature to your message. Learn how to create message signatures here.
5. 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.
6. Click Send.
You can review the sent envelope status and details on 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 Signer 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, but will be only able to view and take action on those assigned to them.
Note: If you click My list, you will only see 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 grayed out.
Signing a document
When clicking on Sign, you will be directed to the document signing interface to complete the required information.
After clicking Finish, 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.