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.
How can I delete/edit Layouts?
For Enterprise Plan customers, deleting layouts can be achieved through the SDKs/API. The first step is to retrieve your layout IDs. To delete your layouts, you will first need to move the layout to the trash and delete the same way you would delete a package (e.g. eslClient.getPackageService().deletePackage(layouId)).
For professional plan customers, admins are asked to send a request to the support team to have a layout deleted from your account.
Can I share a layout with other users under the same account?
Yes, you can share a layout with any sender under your account. However, the sender will not be able to edit or delete them.
Can I share a layout with other senders that are not under the same account?
No, layouts can only be shared with senders under the same account.
What happens if another sender, under the same account, saves a layout with the same name?
Layouts can have the same name under the same account because each layout is referenced by its ID and not its name.