Manage Shared Templates with Signature Request
How to manage shared templates with airSlate SignNow
With airSlate SignNow, you don’t have to send documents to your teammates every time something needs signing. Generate a template once and then put it in your team’s shared folder.
Start by creating a template
Go to the Templates folder and click the Upload Templates button.
Once the file is uploaded, open it in the editor and add signature fields. Select Signature Field from the toolbar on the left and then click anywhere on the document to place the field. You can also add other types of fillable fields to the document.
Once you finish editing the template, click Save and Close.
Move the template to the shared folder
Now that your template is ready, share it with your team. Click More next to the template’s name and then select Move from the dropdown.
In the new dialog box, select the shared folder that you want your template imported to and click the Move button.
Manage your shared templates with ease
Go to the folder with your shared templates. Click More next to the template’s name to view further management options:
- Generate an unlimited number of copies from any template
- Send documents for signing to one or multiple recipients
- Create a signing link for any document
- Delete, unshare, rename, or move templates to other folders
Please note that only template owners can edit shared templates.
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Your step-by-step guide — manage shared templates
The vital conceptual benefit of the airSlate SignNow eSignature software for enterprise automation is really a single data area that extends the company but provides a distinctive business worlflow. You can manage shared templates with signature request, give an invite link to your companions, vendors or teammates. Our groundbreaking platform simplifies the audit and evaluation phases. It allows you to control the workflow much more flexibly without the need for additional people. You may indirectly enhance the comminucation between partners and enable them to increase customer satisfaction.
How you can manage shared templates with signature request with airSlate SignNow:
- Create your account totally free or log on if you already have one.
- You may sign in using the Single sign-on functionality if you possess the airSlate SignNow profile.|If you have the airSlate SignNow account, you can sign in with the Single sign-on feature
- Import the document from your mobile or desktop device.
- Additionally, you may upload the required data file from your cloud storage space. Our web-based platform is compatible with the most advised repositories: Google Drive, OneDrive, DropBox.
- Easily make changes to your template innovative but straightforward PDF Editor.
- Enter the textual content, add images, leave your annotations or remarks, etc..
- You can set up fillable fields of various types: text message or particular date, calculated or dropdown, and much more.
- Arrange and put in place the attachment request.
- Place the Signature Field for emailing to sign and gather in-person or multiple eSignatures. If applicable, you may self-sign the template.
- Finish changes using the Done button and begin to manage shared templates with signature request.
airSlate SignNow is the perfect decision for automation of company processes and solution to manage shared templates with signature request and swift issues concluding for agencies of all levels with regards to staff members and structure. Users can collaborate both internally and externally with providers and consumers. Try out all of the advantages now!
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FAQs
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Can I collaborate on documents with my colleagues?
Yes, airSlate SignNow allows you to create teams and share documents so that multiple users can manage them with convenience. Go to your account settings and open the My Teams tab. From there, you can add a new team and create a shared folder for your teammates. -
How do I create a team in airSlate SignNow?
Select Teams toward the bottom of the left-hand sidebar of the airSlate SignNow web app and click Create New Team. Enter a team name and add the email addresses of your team members. Then, click Add Team. The added team members will receive an email invitation to join your team. Once they accept it, your team is ready. -
What is a team member allowed to do in airSlate SignNow?
A team member can upload, create, eSign, and send out documents and templates for signing, manage them within their team, and use other airSlate SignNow features covered by their subscription plan. -
What is the difference between adding a new user and adding a team member?
airSlate SignNow subscription admins can add new users to their account and grant these users the subscription privileges associated with their plan. Team members, however, can only be invited by team admins and are only allowed to sign, send, and manage their documents across their team. -
How many signers can I add when sending a document with airSlate SignNow?
Add as many signers as you need. Also, try using Bulk Invite to speed up sending documents to lots of people at one time. -
What is a document group template?
Document groups are packages of documents sent to one or more users for signing. Creating a document group allows you to collect eSignatures faster without having to send each document separately. With airSlate SignNow, you can create templates of these types of document packages and send them for signing anytime you need. -
How do I create a document group template?
Go to the Document Group Templates folder and click the Create Group Template button toward the top right corner of the screen. Add multiple documents to a package, enter the group template name, and distribute signer roles by dragging signers from the column on the left to the signing step area on the right. When finished, click Review and Create. -
How do I create a shared folder?
Documents stored in shared folders can be accessed by any member of your team in airSlate SignNow. Select Teams toward the bottom of the left-hand sidebar of the airSlate SignNow web app. If you don’t have any teams yet, click Create New Team. Enter a team name and add the email addresses of your team members. Then, click Add Team. Once your team is created, click Enable Shared Documents Folder and confirm your action. -
What is a signing link?
With airSlate SignNow, you can create a signing link for any document or template. It is a short link that can be shared with anyone whose signature you require. By following the link, each user receives their own copy of a document that can be eSigned. Completed documents automatically appear in your Documents folder. -
How do I create a signing link?
Select any document or template uploaded to your airSlate SignNow account and click Create Signing Link in the menu on the right. A signing link will appear in a new dialog box. Copy it and share it with as many signers as you need.
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Frequently asked questions
How do you generate a document and apply an electronic signature to it?
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