What’s the difference between a Template and a Layout?
Templates and layouts fulfill the same goal of automating the e-signature process by shortening the time it takes to send documents that include several signature blocks and data fields. Templates are ideal to use at the transaction level – you can pre-define your signers, documents, signature locations and e-signature workflows to streamline the e-signature process.
A layout, on the other hand, is a type of template that allows you to create pre-defined locations for your signature blocks and data fields within a document. It acts like a ‘marker’ where signature blocks and data fields will sit in the document. Layouts are helpful for users who frequently send forms that may be slightly different per recipient but signature blocks and data fields remain in the same location throughout the document. What’s more, you can use multiple layouts per document, and apply them to individual pages within your transaction.
What type of settings can I assign to a template?
When creating a template in Deluxe eSignature, you can set an expiry date, enable in-person signing, set the language, enable review before completion and indicate whether you want the template to be available to others in your organization.
How can I delete a template?
You can delete a template by going to the Templates section from the dashboard. Select the template you want to delete then click the trash bin icon.
Can I share a template with other users under the same account?
Yes, you can share a template with any sender under your account. However, the sender will not be able to edit or delete them (only your Deluxe eSignature admin can).
Can I share a Template with other senders that are not under the same account?
No, templates can only be shared with senders under the same account.
What happens if another sender, under the same account, saves a template with the same name?
Templates can have the same name under the same account because each template is referenced by its ID and not its name.