Create a Template

Creating a template is a quick and easy way to create reusable and shareable documents that can be used again either by yourself, or another user of Nintex eSign.

For example, let's say you generate quotes or an invoice for an Opportunity or an Account from your business system. This quote may be needed again to send a different invoice to either the same Opportunity or Account, or a different one. This quote can be created as a template that can be reused for multiple quote generations and signings. This quote template can then be shared to other users, saving them and yourself time when generating a quote in the future.

By selecting View Templates from the Home screen, you can view the templates you have created, as well see any templates you have permission to use. When you create a new template, initially you are the only user who has permission to view and use the template. You can share the template by editing the template's permissions from the Permissions view.

  1. From the Home screen, click View Templates.

  2. Under the template view list, click Create Template.

  3. Add the following information:

    • Template Name

    • Template Description (optional)

    • Tags (optional)

  4. When you are finished adding information, click Continue.

  5. Add a document to the workspace.

  6. Add signers to the document.

  7. Create and edit sender inputs.

  8. Add JotBlocks to the document.

  9. After the document is set up, and the desired Jotblocks have been added, click Save as Template.

The template now appears in the template view list. This template can now be edited and shared with other users.