Templates & validity

Some documents go out again and again. Templates save the setup, and the audit trail proves what was signed.

Reusable templates

Build a template for a document you send often, like a contract or an NDA. Set up the file and place the signature and field boxes once, then save it as a template.

Next time, start from the template instead of building from scratch. Add the signers, and the boxes are already in place. This keeps every contract consistent and cuts the work to a few clicks.

Authentication

Choose what each signer must do to prove who they are before they sign. Match the authentication to the document. A routine internal form needs little. A binding agreement warrants more. Set the requirement on the request or the template, so every signer goes through the same check.

Audit trail

Every signed document is stored with an audit trail. The trail records who signed, when, and the steps each signer took. It stays attached to the finished document, so you have a record of how the signature happened if anyone asks later.

Related

• Signatures overview
• Request a signature
• Documents