Classic Templates

An Nintex eSign template is a re-usable plan for signing sessions. You can create a template, and then later launch a document based on that template from within the Nintex eSign portal on the Documents tab. Using a template in this way, you may choose later to:

  • re-use the document saved with the template as the presented document for signing

  • use your own document that may be based on the layout of the template's underlying document and just use the template to provide the signing locations and signing workflow

Aside from the manual process of using a template through the Documents tab, it is possible and often more ideal to submit documents based on templates using the DocumentNOW API interfaces.