Create an automated template

Automated Templates allows you to bulk send documents in a couple of clicks. Thanks to automated variables, each of the sent documents will be personalized to your third parties. There are many use cases where this is useful, whether it's sending out contracts ready to be renewed in bulk or any other business case that requires many agreements of the same type to be sent out at once. 

This feature is available with Plus and Enterprise subscription.

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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