A Template combines 2 things: your requirements or items you need to collect as part of a service or process as well as the experience of recipients when they join your process through an application portal.
Each template can then cover a different service or workflow for your company.

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In this tutorial, we will cover the following topics. 

  • Anatomy of a template 
  • How templates work
  • Importing a template from our library
  • Creating a template from scratch
  • Marking elements of the template as private
  • Editing a template name
  • Previewing a template
  • Elements of a template
  • 🆘Questions/Answers🆘

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How to access your Templates section? 

In the header, go to Resources>Application templates to access your list of templates or create a new one.

  • Anatomy of a template

Understanding the different sections of a template will allow you to navigate more easily. 

'Needed items' are the items you may require as part of your process. You can have 1 needed items or 20. It depends on your service or process. Yellow arrows show you where you should go to build and edit your list Needed items. 

'Configuration' will allow you to define the settings of your template such as well as your recipients experience when joining the secure online interface. Click on 'Preview template' to see how updates made in the Configuration tab look like.

'Emails' are automated notifications sent to your recipients based on various events during the client management. Go to this section to customize these 4 email templates.

  • How templates work? 

As seen previously, a template also drives the experience of your recipients. When a recipient access an application portal what they will see is basically defined in the template.
If you process or service requirements happen to change and make you update your template, these changes will affect the experience of future clients like it would in real life if you decided to revamp your process one day.

  • How to import a template from our library?

1- Go to the Resources>Templates library and browse through our list of examples
2-Click on Import template to use one of the examples as a start to build your very own process
3-Edit, move or delete each line item based on your needs or add new line items to existing template

  • How to create a template from scratch?

1- Go to the Resources>Templates library and click 'New template' to create your template
2-Name your template as you'd like recipients to see it. You want to make sure it's user-friendly short and easy to understand by recipients.

3-Click 'Add new items' to start importing more building blocks of your template:
+File requests
+Tasks to be completed
+Payment requests
+Documents to be signed
+Forms to be filled out

If you haven't created yet online forms, e-contracts to be signed, or haven't set up yet your payment module, you can do this later.

  • How to mark template line items as private? 

If you also plan to attach private or internal documents and information to your future client applications, list the related items at the bottom of your template and mark them as private. Your recipients will not see them, but you'll still be able to fill out internal forms or add files to the applications. 

1-Click on the Edit button in front of the line item and untick the 'Display to recipient' checkbox
You will able to upload files to private file requests and fill out private forms.

  • Edit a template name

In order to edit a template name, go to your list of templates in Resources>Application templates, click on your template then on Configuration>General in the sidebar to edit the template name. 

  • Preview a template

In order to preview a template, just click on 'Preview template' a the top right of your template place.


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