Template

If you frequently create envelopes with fields, placing them manually can be time-consuming. That’s where Templates come in, offering convenience through automation.

A Template lets you define roles, add fields, and assign those roles—all in one setup. Once created, you can reuse the Template for every signature request. When creating an envelope, simply enter the recipient's email.

Envelope requests made with Templates follow the same lifecycle as those created from Original documents, resulting in a final, completed document.

Pre-fill data onto Templates with Merge Fields

Merge Fields is a feature that lets you pre-fill a template with data before creating an envelope signature request. This is especially useful for documents like invoices, agreements, and contracts where most of the document content remains the same for all your users while some elements of the document would need to change dynamically for each signature request based on the user who needs to sign it.

For example, the quantity of the item purchased would change for each customer in an invoice. An offer letter could have different compensation details for each hire. A vendor agreement could change each vendor's SSN and address.

Creating a Template with Merge Fields

1. Create a new Template using the Signeasy Web interface or the template endpoints.
2. Set the roles of signers and go to the next step to prepare the document as a template.
3. You will find an option to enable Field Automation for text fields. Once you enable this, you can fill the fields programmatically when creating the Envelope to initiate the signature request.
4. Set a label for the merge field to help you map the field with the data you want to pre-fill.
   
5. Save your Template once done.

Sending documents using templates with Merge Fields

You can set values to merge fields when you start a signature request using templates using the Create or send an envelope.

Pass the labels and values as a key-value pair in the request, and the document will be pre-filled with the values before the document signers view and sign it.

You can also choose a font size to set the values of the labels, giving you finer control and flexibility. This is usually useful when using long text values for certain merge fields. Font size starting at 10 is recommended to help with legibility for your document signers.

If you don't set any value in the required merge fields, an empty string will be used as the default value.