Whether you’re handling sales contracts or HR materials, repeatedly creating similar documents can drain valuable time. Templates provide an easy solution, giving users control over their document appearance without needing specialized software knowledge.
eSignWS simplifies the process, allowing users to create, modify, and save templates for frequently used documents. This not only speeds up document creation but also ensures consistent and accurate business communications every time.
This article will explore how eSignWS template feature can transform your document workflows and boost productivity.
Why Templates Matter
NDAs, sales contracts, employment agreements, and purchase orders are common across all businesses. Writing these documents repeatedly from scratch is bound to bring in inconsistencies and mistakes. The usage of templates can help businesses to:
- Ensure Consistency: Using pre-approved templates ensures that each document adheres to company standards, reduces errors, and eliminates the risk of missing essential clauses or details.
- Increase Speed: Templates allow for quick customization. With the core document already structured, you only need to fill in variable information, such as names, dates, and specific terms.
- Improve Accuracy: Templates minimize the risk of mistakes, as the standard text remains unchanged, and only specific fields require modification.
Templates aren’t just convenient—they’re essential for any business that wants to ensure accuracy and consistency while saving time.
eSignWS Templates: How It Works
eSignWS simplifies the creation, modification, and saving of templates for your frequently used documents. Here’s how it works:
1. Create Your Template
The first step to using templates in eSignWS is creating your document. Start by uploading your existing document or building a new one within the platform.
- Upload Your Document: eSignWS supports various formats, including Word, PDF, and Google Docs, allowing you to turn any existing document into a template quickly.
- Create from Scratch: Alternatively, you can create new documents directly in eSignWS, adding standard text and formatting as you see fit.
Once your document is uploaded or drafted, you can add signature fields and placeholders for customizable data (e.g., names, dates, or amounts).
2. Add Signature Fields and Placeholders
eSignWS intuitive drag-and-drop interface makes adding signature and information fields to your document easy. These fields are where signers input their information, ensuring the document is filled out correctly every time.
- Signature Fields: Drag and drop signature fields anywhere within the document where a signature is required.
- Customizable Fields: Add placeholders for any data that changes with each document use, such as customer names, contract terms, or pricing.
This step is crucial because it makes your template reusable, meaning you’ll never have to worry about manually placing signature fields again.
3. Save as a Template
Once your document is prepared with the necessary signature and information fields, it’s time to save it as a template. eSignWS saves your document as a reusable template with a simple click.
- Template Library: After saving, your templates are stored in the platform, making it easy to access and deploy them for future use.
- Organize by Category: You can organize templates by category or department, ensuring each team member can quickly find and use the necessary documents without searching through files.
By saving your most frequently used documents as templates, you drastically reduce the time it takes to prepare new agreements or contracts.
4. Using Saved Templates
Once your templates are saved in eSignWS, sending documents for signature becomes lightning-fast.
- Quick Customization: When sending out a document, select the template from your library, fill in the customizable fields (e.g., recipient name, date, and terms), and it’s ready to go.
- Instant Signature Requests: After filling in the necessary details, you can immediately send the document for signature to internal team members or external clients. eSignWS automatically tracks the document’s progress and notifies you when it’s been signed.
This functionality ensures you no longer draft repetitive documents from scratch, saving you significant time with each use.
How Templates Revolutionize Document Workflows
Templates in eSignWS aren’t just tools—they represent a strategic shift in how businesses manage their workflows. By introducing templates into your document processes, you’re not simply saving time but fundamentally transforming how your team operates. Let’s break down the key ways that templates revolutionize document workflows:
Here’s how templates can transform your workflows:
- Pre-Built Structures: The most challenging part of any document is structuring it correctly. Templates take care of the heavy lifting, providing a fully structured format where all that’s left is filling in the blanks.
- Standardized Compliance: As you scale, compliance becomes increasingly critical. Templates ensure that legal and regulatory requirements are consistently met, protecting your business from the risks associated with ad-hoc document creation.
- Intuitive Workflows: eSignWS templates streamline the document creation into an intuitive, user-friendly experience, minimizing the learning curve. Teams can focus on customizing the essential details, not formatting the document.
- Universal Access: Templates are available to everyone in your organization, from sales to legal to HR, ensuring consistency in every document. This eliminates confusion and miscommunication between departments.
Get Started with eSignWS Templates Today.
eSignWS template feature is designed to help businesses streamline their document creation and signing processes. By enabling users to create and save templates for frequently used documents, you can increase efficiency while maintaining accuracy and consistency across all communications.
Ready to simplify your workflows? Start using eSignWS templates today and experience the power of faster, more accurate document creation.