Documents, most often agreements or other information to be acknowledged and signed, are great for sharing standards and collecting information. Create a template. Insert Fields Add Fillable Fields Use an Image for the Document Advanced Settings.
Create a Template
1. From the main navigation dashboard, also known as Mission Control, select More.
2. Select Document Templates.
3. Select Add Template.
4. Add a Name to your new template.
5. If you document is to be signed by both a client and a candidate select the check box for this document is signed by both a client and candidate.
Tip:
This is most often used for sharing an agreement template between the two.
Or if only one person needs to sign the document then please select, a client, or a candidate, or a third party.
6. If you are not using an image for the template, use the area below to create your template.
7. Use the Automatic Substitutions to allow your template to automatically pull information from a client or candidate profile.
8. If you need to add another field not mentioned in the automatic substitutions, select Insert Field from User Profile.
9. From the popup, select the user Type and the Field you'd like to insert.
10. If you need to add an area to collect more information select Create Fillable Field.
11. Fill out the follow options.
- In red, select the Field Type. Example: text box, checkbox, date picker, payment information, etc.
- In blue, select how you will identify the field.
- In green, add placeholder text to show your user an example of how they might share the information.
- In yellow, select if this is required.
- In orange, select if this field is for an Admin to complete.
- In red, select which type is to fill in the information.
12. Add the new field by selecting Insert Fillable Field (in red). Or find the field tag below the fillable fields and copy and paste (in blue) it into the document template.
Using an Image for the document template.
13. If you are creating a document template with an image, select the Check Box for Use images for document body and select the document to upload.
Tip:
This is best used for government documents or those that you will never amend and adjust as an image cannot be edited.
Note:
Uploads must be in the form or a .jpeg or .png
Learn how to convert PDFs into a .jpeg or .png HERE.
14. Select and drag your mouse across the image to fit any area that needs a field to collect information.
15. Fill out the following options.
- In red, select the field type.
- In blue, select an area from the profile to automatically populate the document.
- In green, select if it is required.
- In yellow, select if the fields are consecutive.
- In orange, select if the field is for an Admin to complete.
- In red, select which Type will complete the field.
Advanced Settings.
16. Fill in the following options.
- In red, add a text signature of any Admin that must sign the document for the document to automatically add the signature.
- In blue, add an additional information or instructions as a Field Remark.
- In green, add a success message to appear after a user successfully completes the documents and selects Submit.
- In yellow, select if the document is only available for select locations.
17. Fill in the following options.
In red, add the emails to be notified once the document is signed.
In purple, select which admins are allowed to view the signed documents.
In blue select the status a client will be moved to once they have signed document.
In green, select the status a candidate will be moved into once they have signed the document.
In yellow, select the order the document will appear when added to a client's or candidate's profile.
In orange, select if the agency logo will be shown at the top of the document or not.
In red, select to allow users to edit the document before signing.
Note:
Signed documents cannot be edited after signing. To make an adjustment, you muse send a new document with the edits.
18. Select Create.
Adjust a Template
19. From Document templates, adjust a selected a Template by selecting the Pencil Icon.
20. To preview the Template, select the Eye Icon.
Now It's Your Turn. Try it out.
Go into a Document Template.
Create a new document.
If you have created a test profile with your own email address, you can see how the email will be received through your own email.
Understanding Documents and Document Templates
Learn More and Watch the Training Webinar.
Learn how to turn a PDF into an image.
See all Document Templates to learn more.