- #EDIT TEMPLATES IN WORD FOR MAC PLUS#
- #EDIT TEMPLATES IN WORD FOR MAC PROFESSIONAL#
To open the action menu, click the ellipsis icon to the far right of the template in the templates screen.Įdit any template you have created using Zoho Sign.Ĭlick Edit from the action menu dropdown to open the Edit Template Details screen, where you can edit the template details and settings. Perform a set of pre-defined actions on each template you have created.
Click Continue to proceed to the Edit document details page, where you can edit the details of the document and send it out for signature.Īlternatively, click Quick send to send the document to the recipients immediately, without editing the document details. Enter the details for the template - document fields, recipient details, roles & actions in the Send for signatures dialog box. #EDIT TEMPLATES IN WORD FOR MAC PLUS#
Click Templates from the left navigation panel on your Zoho Sign dashboard to open the templates page and select the template you want to use.Īlternatively, click the plus icon on the left navigation panel, select Use template from the dropdown menu, and choose the template you want to use from the template selection dialog box. All you need to do is to choose the template specify the recipient details, roles, and actions and hit send. Once a template has been created in Zoho Sign, you can use it whenever it's required. You can then select the corresponding template from the list of saved templates and click Yes to import the signer fields onto the document. To do so, open the Actions dropdown and click Apply field template. In the case where the signer fields you want to add to the documents are already present in a previously saved template, you can import them directly onto the document and reposition them. Note: Choosing Prefill by you in the Recipients pane will allow you to prefill text on the document as the owner before sending it out for signatures. Add the form fields for each recipient by choosing the corresponding recipient from the Recipients pane in the top right of the document viewer screen. Set other optional settings such as private message, authentication code, automatic reminders, and recipient note to suit your requirement, then click Continue. The recipients after them in the signing order will receive the document only when all the previous signers finish signing it. Note: If the same position is entered for two or more recipients in the signing order, the document will be sent to them in parallel for signing. Arrange the recipients in the desired signing order using the slider icon, or by entering each recipient's intended position in the numeric field next to the slider icon. Both cannot be left empty at the same time. Note: Either the Role field or the Email field is mandatory to define a recipient. Enter the details of the recipients and assign roles to them. Enter the details of the template such as name, description, time to complete, and the document type. Upload or import the document you would like to create the template with. Click the Create template button in the top-right corner. Click Templates from the left navigation panel on your Zoho Sign dashboard to open the templates page. 
Note: Creation of templates can only be done by organization administrators.
Perform the following operations using this feature:Ĭreating a template is very similar to sending a document out for signature. Saved templates are permanently stored in your Zoho Sign account until you manually delete them. The templates feature in Zoho Sign allows you to create common formats for particular types of documents and save them for reuse in the future.
#EDIT TEMPLATES IN WORD FOR MAC PROFESSIONAL#
Available only in Professional and Enterprise Editions
0 kommentar(er)
