How to Use Templates

The Difference between a Document Template and a Tagging Layer Template

In addition to placing tags manually on a document with the Edit option, you can add tags with templates. Templates help you format standard information for a document, so you don’t have to recreate it every time. There are two types of templates in ProperSign:

• Document Templates – Enables you to store pre-tagged documents within ProperSign, which can then be added to any new file without the need to upload a document for each file. This type of template is best used for forms or documents that never change, like a tax form, for example.
• Tagging Layer Template – Enables you to pre-configure a tagging layer that can be applied to documents that are uploaded into ProperSign on a per-file basis. This type of template is best used for documents with consistent formatting, but the information changes for each file. For Example, a Warranty Deed has a unique property description, dates, and names that change per file, but the signature lines stay in the same place.

How do I create a template?

To create a document template or a tagging layer template:

1. Navigate to Templates on your sidebar menu.
2. Click on the green plus sign on the top right to add a new template.
3. Select a file as the basis of the template.
4. Name the document.
5. Designate the responsible signer.
6. Choose which type of template you’re creating — Document or Layer.
7. Add the number of customers.
8. Click upload.

Once you’ve uploaded the document, click on the edit icon to add the appropriate tags.

THERE ARE FIVE CATEGORIES OF ELEMENTS YOU CAN ADD TO A DOCUMENT, WHICH INCLUDE:

1. Signature – creates a field to allow all parties designated on the file to apply their signatures, initials, and signing date.

2. Notary – apply notary seal field, associate notarial certificate, add notary name, signature, initial, commission expiration date, and commission number fields to the document.

3. Text – these options allow you to make specific changes to one document. Text elements include:

• Whiteout – if there are any typos or incorrect information on the uploaded document, use this option to remove the text.
• Label – write and lock text that can’t be altered at the signing event.
• Line Text – creates a field for single-line text to be entered during the signing.
• Paragraph – creates a field for multiple-line text to be added during the signing.
• Checkbox – create a check box.

4. Fields – creates custom fields related to your file information like file number, customer name, customer, email, and customer phone number.

5. Input – adds a field to pull in information based on your singing event, like the signing date.