Roles

Provided you are creating a standard template, you can add multiple signers and CC roles that are filled whenever you are looking to have your template document signed. Each role requires a name.

Pre-fill Roles: As you can see in the image below, roles can also be pre-filled. In this particular use case, a Sales Offer template is created with two signer roles: Sales Rep and Client. In addition to these, a CC role is defined and pre-filled using the Financial Department's details. Whenever this template is used, the company's Finance team will receive a copy of the Sales Offer being sent. The Client and Sales Rep roles, on the other hand, are variable.

Light Bulb on Twitter Template Link Role

When working with Template Links, only one role can be defined.

Was this article helpful?
0 out of 0 found this helpful