This function allows you to save your own templates containing PDF files, recipients, and input fields in advance, which you can load as many times as you need when sending documents. This helps improve efficiency of sending documents such as when sending a large number of contacts using same format repeatedly.

Precautions

  • Only the user who created the template can edit or delete that template.

  • To share templates with your team, the “document administrator” should create the template.

Contents

  1. Creating a template

  2. Using a template

  3. Editing or deleting a template

  4. Sharing a template (“document administrators” only)


Creating a template

The following outlines how to use an original template.

1.Operation method to create a template

  • Create from template settings screen

From the Settings screen, click the “Create new template” button, add the desired PDF files, enter the recipients and required input fields (text fields, stamps, checkboxes), and save the template.

  • Create from Create new document screen

Click the “Send new documents” button displayed at the top left of the screen, add the desired PDF files, enter the recipients and required input fields (text fields, stamps, checkboxes) in the normal Create new document screen.

Click “Save as template” at the top right of the “04 Check details being sent” page to save the details as a template.

[Video of steps]

2. Items that can be specified

The following items can be specified in a template.

  • PDF files: Files must be specified when saving the template.However, files can be replaced by clicking the “Replace files” button in the “Specify input fields screen” when sending the document.

  • Recipient: Recipients must be specified when saving the template.However, the template can be saved with details such as the email address and name left empty. In this case, recipients will be saved as “Recipient_1,” “Recipient_2” and so on.However, input fields can also be specified for these recipients and it can be edited when sending the document.

  • Input fields: Specifying input fields is optional when saving the template, and this can be edited when sending a document.

  • Others: The document’s title and recipient’s name can also be saved as a template.

Precautions


Using a template

Click the “Send new documents” button.In the “01 Prepare documents” page on the Create new document screen, load the required template from “Prepare documents from template.”

  • The PDF files, recipients and input fields saved in advance as the template can all be changed.

  • If you want to replace PDF files, click the “Replace files” button at the top of the PDF file in the “03 Specify input fields” step of sending documents.The recipients or the position, etc. of input fields do not change, even if PDF files are replaced.


Editing or deleting a template

  • Only the user who created the template can edit or delete that template.

  • In the Template screen, mouseover the template you want to edit or delete to displays the edit and trash buttons. Edit or delete the template by clicking either of the required buttons.


Sharing a template (“document administrators” only)

Only “Document administrators” can share templates.

See here for more details.


Related Links

Search Keywords

Template, Format, Adding a template

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