“How many templates am I allowed?" "Is there a file size limit on uploading documents?"

While editing PDFs, you can easily generate templates of your most-used documents to be signed and completed. Templates are master documents which you can use to generate new document copies. They make it easy to reuse your most common electronic documents and forms. In signNow, you can customize each template, add and delete different types of fillable fields, and send templates out for signing as many times as you need.

The maximum file size per upload is 50 Mb. The same limit applies for attachments uploaded by signers via the signNow editor.

How to create a template?

Any document uploaded to signNow can be easily converted into a template. Converting a document into a template in signNow allows you to re-use the same layout to send multiple invites, create signing links, and more.

Collect signatures by creating a signing link to a template

Signing links allow you to create a link to a template that you can distribute to others. To create a template from the document you want to send to multiple people for signing, follow the steps below:

  1. Upload the document from your device or cloud storage. 
  2. Once it’s uploaded, click More and select Make Template.
  3. Add your template name and click Create Template 
  4. Click Create sharing link.
  5. Copy the link for sending. You can copy and paste the link into emails, websites, blog posts, etc.
  6. Click Close.
  7. Share a template link.

You can share this link with multiple people. Each person will sign their own copy and then the signed document copies will appear in your account.

This feature is especially useful for those working on-the-go. It is also possible to create a signing link through the mobile app which allows you to share your templates via:

  • Text messaging
  • Email
  • Group Chats or popular chat room platforms
  • Any other platform that you feel is secure enough for your document

Send templates to multiple people at once using the Bulk Invite feature

If you already have a list of recipients, try using the Bulk Invite feature. To do so, follow the steps below:

  1. Select the template you want to send, click More, and then select Bulk Invite in the dropdown menu.
  2. In the pop-up window, enter the emails of your signers. You can add as many recipients as you need. 
  3. If needed, change the name of the document you are sending out.
  4. Customize the subject of your eSigning invite and the accompanying message.
  5. Select the folder where the signed copies will be stored once returned with eSignatures.
  6. When you’re ready with your list of bulk signers, click Send Bulk Invites.

Upon completion of the eSigning process, you will receive every signed copy of the document and each signer will receive an email with their own eSigned copy.

September 25, 2020