What is a template?

Templates allow users to format a document once and use it repeatedly. When a template is used instead of a new document, the previously saved formatting holds. The user only assigns signers to the roles, and the signing flow starts without having to drag and drop fields again. Templates come […]

How to create a template?

To prepare a template: 1.. Login to your Grabsign account and click on ‘Create Template’ in the left-hand navigation bar. 2. Select the ‘Create template’ option. 3.  Upload the document that you’ll be using as a template and give it a name. Click ‘Next’. 4. Create the necessary signing roles. […]