Create Document Group Templates for eSignature
How to create Document Group Templates
airSlate SignNow offers two types of document grouping — Document Groups and Document Group Templates. The major difference between these two is that you can reuse Document Group Templates which is super convenient if a larger part of your processes and documents are routine in their nature.
User-friendly interface
To start using Document Group Templates click on their folder in the left-hand menu of your airSlate SignNow account.
Ease of preparation
Click Create Group Template to select the document templates that you want to merge and send as one group.
Intuitive to the max
Now select the templates you intend to merge into one group. Note that you can choose your own templates, individual templates, or team templates used by other members of your airSlate SignNow team.
Convenient for multiparty eSigning
Once a Document Group Template is created, you can name it and set the eSigning order within this group.
Reminders and other extras
The next step is configuring your Document Group Template. Here you can check the signing steps, recipient emails, set reminders and expiration dates, and also set a password if necessary. You can also customize the subject and the text message to go with your Document Group Template.
Super easy management
That’s it! Once your Document Group Template is generated, you can click Send For Signing, continue editing, or add another Document Group Template to your digital office.
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Your step-by-step guide — create a document group templates
Create Document Group Templates for eSignature. Get maximum value from the most trustworthy and secure eSignature platform. Streamline your digital transactions using airSlate SignNow. Optimize workflows for everything from basic staff documents to advanced agreements and purchase templates.
Know how to Create Document Group Templates for eSignature:
- Upload a series of files from your computer or cloud storage.
- Drag & drop advanced fillable boxes (signature, text, date/time).
- Change the fields sizing, by tapping it and selecting Adjust Size.
- Place dropdowns and checkboxes, and radio button groups.
- Edit signers and create the request for additional materials.
- Create Document Group Templates for eSignature.
- Include the formula the place you need the field to generate.
- Apply remarks and annotations for the recipients anywhere on the page.
- Save all modifications by clicking DONE.
Connect users from inside and outside your company to electronically access essential signNowwork and Create Document Group Templates for eSignature anytime and on any system utilizing airSlate SignNow. You may track every action performed to your documents, get notifications an audit report. Remain focused on your business and customer interactions while with the knowledge that your data is accurate and safe.
How it works
See exceptional results Create Document Group Templates for eSignature
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FAQs
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Can I set a specific order for the eSigning process?
Yes, you can! Let’s say you have three signers - A, B, and C. If you place all of them into Signing Step 1 - they will receive your documents simultaneously. However, if you assign A and B to Signing Step 1, and then C to Signing Step 2 - C will receive your documents only after A and B have eSigned them. -
I have several signers in the same documents. How do I make sure they eSign in the right fields and not in each other’s?
airSlate SignNow has two tools for regulating signer fields. First, there is automatic guidance that leads each signer through the eSigning process. Second, each signer has their own fields. They are simply not able to eSign fields that are assigned to other signers. -
My employees are always on the go. Can they use airSlate SignNow on a phone or tablet?
Most definitely yes! Signers can eSign documents using the mobile browser of their preference. Also, airSlate SignNow has native apps for both iOS and Android. -
Can I send the same set of documents to several people but with a different message for each signer?
Yes, try message customization for each signer. You can write a different email subject along with a unique message to each of your signers, no matter how many of them you have in one group. -
Can I eSign my documents first, before I send them?
Of course, you can! Open the document, go to the left-hand menu, then to Edit & Sign, and click on My Signature. Note that you can also add your initials, the date of eSigning, additional text, and even your stamp! -
I don’t have the original paper documents or their electronic copies. Can I use photos of my documents instead?
Yes, airSlate SignNow accepts .jpg, .gif, and .bmp along with many other documents types. Simply upload photos to your airSlate SignNow account. -
How can I track who opened a document but did not sign it?
airSlate SignNow has a special feature for such purposes: the Audit Trail. It displays all actions made on a document along with the emails of signers and even their IP addresses. -
Can I add a logo to my online correspondence in airSlate SignNow?
Yes, send your logo to airSlate SignNow Support and they will make sure all your future correspondences are properly branded. -
Can Hipaa forms be signed electronically?
Medical forms and records are among the type of documents which can be signed electronically. The conditions necessary for electronic signatures under HIPAA law must take into consideration the Uniform Electronic Transaction Act (UETA) and the Global and National Commerce Act (ESIGN Act). -
How do I create a template in Signnow?
Click on the More button on the right and select Make Template. In the window that opens next, enter the name of the template and click Create Template. A copy of your document will appear in the Templates folder. Once a document template has been created, click on Create Team in the bottom left corner of the page.
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Frequently asked questions
How do you generate a document and apply an electronic signature to it?
How do I add an electronic signature to a Word document?
How can I allow customers to eSign contracts?
Get more for create a document group templates
- Upload a document, Merge several documents and eSignature
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- Enable session inactivity timeout, Use advanced threat protection and eSign
- Use double factor authentication, Customize message in your email and eSignature
- Use double factor authentication, Setup dual factor authentication and Sign
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