Creating and sending a reusable template

If you need to repeatedly send copies of the same document to different signers, then you need a DocHub Template.

 

Creating a Template

To turn your DocHub document into a template, open your document in DocHub, then:
Menu -> Actions -> Convert to Template

Alternatively, upload a new file here: 
https://dochub.com/new?isTemplate=true

 

Assign Fields to Roles

Once you have a DocHub Template, you'll need to assign fields to "Roles" such as "Signer," "Client," "Student," etc...  To do this,
1.  Toggle the Field Manager button in the top left. 
2.  Create new fields using the tools in the left column, or select an existing field.
3.  Choose a "Role" from the Assignee panel in the right side of the screen.
4.  Repeat until all fields have been setup and assigned.

 

Open the Sign Request Modal

You can open the sign request modal from the menu in the top right, or by clicking "Send as Sign Request" at the top of the right panel.

 

Enter the signer's email and Send Request

Enter the email of the signer for the document then click "Send Request"

 

Stay on Template

After sending the sign request, click "Stay on Template."

Repeat the above steps for additional signers

For each additional signer who needs to sign their own copy of this template, repeat the above steps:

  1. Open the Sign Request Modal
  2. Enter the signer's email and Send Request
  3. Stay on Template

 

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Comments

1 comment
  • my templates are showing all gray and I am not able to add fields to it. Even after I send my template out and it comes back, I cannot just print it, it is making me download the document before I can print. This was not the case before.

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