Create an automated template

Automated Templates allow users to bulk send documents in just a couple of clicks. And, thanks to automated variables, each document will be personalized to external guests.

This feature is available with Pro and Enterprise subscriptions.

Creating the template

  • Click on "New Document", then "New document to sign."
  • Import your Word file (or copy/paste) and add a title. You can also add a description and a tag.
  • Click "Save", then "Save as Automated Template."

If the Salesforce integration is enabled you will receive the following prompt to select what type of Automated Template you want, Excel or Salesforce based. 

For more information on setting up the Salesforce integration, visit here. This guide will focus on the Excel automated template. 

The Automated Template will be available in the "Templates" tab to the left of the home page.

Creating variables

Automated Variables are what give Automated Templates extra power to merge dynamic information across contracts using one Excel file. 

Important: Each variable set up in an Automated Template will correspond to a column in the custom Excel file that is generated for each automated template. 

To insert variables: 

  • Click on the Automated Template, then click on "Edit".
  • Highlight the terms you wish to make a variable
  • From the Special Fields menu, select "Automated Variable"
  • Click "Save"

That's it, you're done!

Downloading the Excel template 

Using the template is the next step, to learn more, visit here

To use your Automated Template, download the Excel file that includes your new variables: 

  • Open the Automated Template
  • In the ellipsis menu, select 'Download excel template'

Open the downloaded Excel file, and along with the other standard metadata and email address fields will be your new variables, as seen below. 


Using the template is the next step, to learn more, visit here


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