Template Actions

By now, you may already know how easy it is to send a template for signature. But there is a lot more to templates than meets the eye. With our Template Actions feature, you can carry out various predefined actions on a template created and saved in CocoSign, like editing or creating a copy before editing a template. 

Simply go to your CocoSign dashboard and navigate to the templates page. Locate the template you wish to edit by searching or simply scanning the template list. To open the template actions menu, click the More button to the far right of the template. Then you will be greeted by a list of actions:

While you can use a template as is, there are times when you wish to make changes to certain aspects of the template. For example, you may need to add a recipient role to your document and assign extra signing fields for the role. This feature makes it effortless to customize your document by making changes to all aspects of an existing template in your CocoSign. Below are the steps one by one.

1) Select Edit from the actions drop-down menu. 

2) On the Add Documents page, you can add a document or remove it when you no longer need it. You can also drag the documents up and down to adjust their order as needed. Then click Next.

3) The Add Template Roles page appears where you can make changes to recipient roles, set the appropriate action for the recipient, add a private message for individual recipients, add an authentication code, and adjust the signing order.

4) Proceed to edit your document using the fields palette at right. Click and drag one of the available field types to add it to the page; to adjust the size, the assigned recipient, or other characteristics of a signing field, click the field. You may preview the edited template from the perspective of each recipient role by clicking the Preview button. Once satisfied, hit Next. 

5） Enter a document name or leave a note in the Email Message box. Use the More Setting option to set a reminder or expiration date for signing the document. Click Save Template to save the template.

There may be times when you need to make a copy of a pre-designed template. Perhaps you need to modify and adjust a pre-made template as per your requirement without losing the original formatting. In such a case, you can simply duplicate the template before editing it in CocoSign.

To create a copy of a template, tap Create a Copy in the More drop-down menu. Then you can safely use the template as a starting point for your document without worrying about losing track of its original version.

It’s recommended that you assign a name that helps you recall the purpose of a template. As you update the properties or settings of your templates, it may become necessary to rename your templates accordingly. Or you may simply want the names of your old templates to be more logical and user-friendly. Whatever your reason, it’s a simple thing to do.

In the actions drop-down, click Rename Template, and a new window will pop up as below. Type a new name for the template in the Rename Template text box, then hit OK and the template will be renamed successfully. 

Templates, once created and saved, are permanently stored in your CocoSign account until you manually delete them. However, when the need arises, say you need to move copies of templates around, you can download any template available from your account.

Locate the template you wish to download and select Download from the template actions menu. A zip file containing your selected template in PDF format is saved to your Downloads folder. 

This feature enables you to get documents signed using your CocoSign account in face-to-face situations. For example, business meetings where you are looking to get your partner’s signature on a couple of documents to finalize paperwork. Under such circumstances, the signing in-person feature comes in handy, saving the hassle of organizing and carrying bulky physical documents. Here is how to do it.

a) Hit Sign in Person in the drop-down and you will get a pop as below. Click Confirm to initiate the in-person signing process from your device.

b) Click the field assigned for the signer in the dialog box that appears to allow him/her to enter the contact information. 

Note: The signers get control of the device in the signing order you specified. As the host, if you are the first person in the signing order, simply follow the wizard to complete your signing before passing control to the next signer.

c) Once the signer enters his/her name and email address in the window that opens, hit Continue to sign to collect the signature and other requested information from the signer.

d) After he/she fills in the fields, hit Complete in the upper right corner.

e) Click Continue to Next Signer and pass control to the next signer.

f) Once you are with the next signer, repeat steps b-e for each additional signer.

g) Once all signers have completed their signing, the signed PDF will be delivered to each signer’s email address. You can also download your completed document by clicking Download. 

When a template becomes obsolete, you can delete it.

To delete a particular template, click Delete in the drop-down menu and hit the Yes button in the dialog box to remove the template. 

The template is now deleted permanently.