Start a New Template

When you first use the Nintex eSign system, you have no saved templates and will normally select to Start From Scratch in the New section of the Classic Templates tab page.

Use the following steps to create a new template from the Classic interface:

Determine if this is a Workflow only template. A Workflow only template may only be used from DocumentNOW API interfaces and is always submitted with dynamically created JotBlocks.

  1. Select the document you wish to use to create the template, a PDF or Word document

  2. Enter a template name that accurately identifies it

  3. Enter a description that denotes the purpose of the template

  4. Select from the drop down arrow who will have access to the document:

    • User: just you

    • Role: anyone sharing your role within your account

    • Account: anyone in this account

    • Account and Child Accounts: all in this account and subaccounts

  5. Select a Language if supported in your Account

  6. Select an Email Design Set

  7. Click yes or no to define the Workflow Template (recommended to default to yes)

  8. Click yes or no to lock this template (yes is recommended so the template's settings can not be modified when used through the Documents tab

  9. Advanced Options

    • Allow Immediate Presentment: specifies whether or not you allow document signers to be redirected from outside Nintex eSign into signing sessions

    • Enable Signature Device Support: specifies whether or not to allow Written JotBlocks to be signed using an external signature device such as a signing pad

    • Template Tag: an optional tag for a template which may be useful when performing API operations such as ListTemplates

    • Certain additional attributes may be available depending on your account settings

  10. Click Next to launch the document in template design mode to create the JotBlocks

  11. After designing the signing interface continue into template workflow design