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 on the right side of the screen.
4. Repeat until all fields have been set up 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:
- Click Send and select Sign Request.
- Enter the signer's email and click Send Request.
- Stay on Template.
Comments
If I add text to an existing template, how do I keep the signer from being able to edit that field?
Any information you have will be helpful - Thank you!
Hello,
Thank you for contacting DocHub Community Center.
If you would like to make your newly entered test uneditable, you can choose Rasterize pages in PDF Options section before downloading the document. This feature renders any embedded page content, such as text, into images that can't be copied or edited later.
For more detailed information, please read the following article: https://helpdesk.dochub.com/hc/en-us/articles/360018866914-Download-or-export-your-PDF-documents
I hope it helps. Let us know if we can assist you with anything else.
Can I send the same document to multiple users at the same time? Or do I have to take the above steps each time for each individual signer. I have 30 signers of the same document, for example.
Hello,
Thank you for contacting DocHub community.
If you do not want your recipients to create a free account with DocHub before signing your document, you will need to send it one at a time using the procedure in the article above.
The other option is to generate a link for your document. You can then copy and paste the link and send it to multiple recipients at the same time using your regular email. You can even post the link to your preferred website. However, this option requires that signers create a DocHub free account to access and sign the document attached to the published link. See the article below for more details.
https://helpdesk.dochub.com/hc/en-us/articles/360019036673-Share-your-PDF-via-Share-Link-or-Public-URL?source=search&auth_token=eyJhbGciOiJIUzI1NiJ9.eyJhY2NvdW50X2lkIjo5MTcyMTM4LCJ1c2VyX2lkIjoxOTQ4ODI0OTE4Mjk5NSwidGlja2V0X2lkIjoxMTk4NzQsImNoYW5uZWxfaWQiOjYzLCJ0eXBlIjoiU0VBUkNIIiwiZXhwIjoxNjk0NDQ0OTUwfQ.v8ilHb7KjYXCh04FWQKa8UsGmF2PDIMVn866eoKkw6I
Hope this helps. Let me know if you have any other questions.
Tan DocHub Support.
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