Templates allow you to streamline the document-sending process by creating reusable versions of documents—complete with data fields, signer roles, and settings—ready to send in just a few clicks.
How to access Documents Templates?
Click the Documents icon in the left navigation bar.
Click the Automations button near the top.
Then click the + Template button to begin.
1. Create a New Template
Click the Add Template button located at the top-right corner of the Templates table. This opens the Create Template overlay, where you’ll select a template type:
Contract: Legally binding documents between two or more parties. Requires a Signature content block for each signer.
Form: Data collection documents used to gather contact details or other key information. Requires at least one data field or content block per signer.
Printout: Read-only documents meant for recipients to download or print. No content blocks are required.
In this example, we’ll use a Contract template.
Upload Files
Upload the file(s) that will serve as the base of your template. Supported formats include: PDF, PNG, RTF, TXT, DOC, and DOCX.
Maximum file size per file: 10MB
You can upload multiple files.
Once uploaded, the files will appear in the upload field, with the file name and size visible.
Use the trash icon next to a file to remove it.
Once uploaded, click Next to continue.
2. Add Signers
Now it’s time to assign signer roles. You can choose:
Guest: A person added from your AdvanceCM Guests Module.
User: A team member or staff added to your AdvanceCM account.
Each signing role will be able to perform different actions in different types of templates.
For each signer, you can optionally require:
Government ID (uploaded or photographed using any device)
Selfie (must be completed using a mobile device)
If you need more than one signer, click Add Signer and repeat the role assignment and ID options.
When done, click Next to proceed.
3. Prepare the Template for Signing
Now, insert content blocks and data fields into the document. These will be assigned to the appropriate signer(s) and make your template actionable. This allows you to gather signatures and other information, as well as to display important data from your account.
Sidebar Tools Available:
Content Blocks
Data Dictionary Fields
Custom Code
You can drag and drop fields into the document or click a field, then click a spot on the template to place it.
Make sure to:
Assign each field to a specific signer.
Adjust font family and size to match your document's formatting.
To preview the document with sample data, click the Preview button.
Once all fields are placed and the document is ready for signing, click Next.
4. Finalize and Save the Template
Give your template a name and an optional description. The name should help you identify the purpose of the template—it will also appear in the signature request email sent to signers.
Click Save to complete the setup.