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Managing templates

Additional configuration for a template

Enabling discussions for a template

Contract Express allows adding comments on the document details page. To enable users to add comments for documents, you should enable discussions for the corresponding template.
To enable discussions for a template:
  1. Select the template on the
    Templates
     tab.
  2. Go to
    Template details
    .
  3. Check
    Use discussions
    checkbox.
  4. Click
    Save
    .

Enabling document upload for a template

Contract Express allows uploading supplementary documents on the document details page. To enable users to upload supplementary documents, you should enable document upload for the corresponding template.
To enable document upload for a template:
  1. Select the template on the
    Templates
     tab.
  2. Go to
    Template details
    .
  3. Check
    Enable document upload
    checkbox.
  4. Click
    Save
    .

Allowing a template to be used as a subtemplate

Contract Express provides the ability to allow or restrict the usage of a template as a sub template.
To allow a template to be used as a sub template:
  1. Select the template on the
    Templates
     tab.
  2. Go to
    Template details
    .
  3. Check
    Allow as subtemplate
    checkbox.
  4. Click
    Save
    .

Configuring eSignature for a template

To be able to configure eSignature for a template it must be enabled (see Enabling eSignature).
To configure eSignature at the template level:
  1. Select the template on the
    Templates
     tab.
  2. Go to the
    eSignature
    section.
  3. When using DocuSign, check
    Use DocuSign
    . When using Adobe Sign, check
    Use Adobe Sign
    .
  4. Click
    Save
    .
note
Defining a template with anchor tags automatically populates the signatory as the recipient within your chosen eSignature provider. Please see Configure signatories within the template for guidance on how to configure anchor tags in a template.
If you enable DocuSign for a template, all documents created from this template will have DocuSign enabled when the status is set to Ready.
eSignature for guests
If your license allows guests, you can enable eSignature for guest users at the template level. Note you should make the template Public first (see Making templates public ).
To enable eSignature for guests:
  1. Select the template on the
    Templates
     tab.
  2. Go to the
    eSignature
    section.
  3. When using DocuSign, check
    Enable DocuSign for Guests
    . When using Adobe Sign, check
    Enable Adobe Sign for Guests
    .
  4. Click
    Save
    .

Configuring Watermark for a template

A watermark is a faded background image that displays behind the text in a document. You can use them to indicate a document's state draft.
To be able to configure a watermark:
  1. Select the profile on the Admins tab.
  2. Go to Document section.
  3. Tick Apply draft watermark to documents in progress.
  4. Choose the way a watermark needs to be removed (do not apply by default).
    Watermark settings window.
  5. Click
    Save
    .
  6. Apply the profile to the template.
Customise a watermark
  1. Select
    Locales
     on the
    Admin
     tab.
  2. Go to
    Miscellaneous
     section.
  3. Tick Draft watermark text for document in progress.
  4. Customise a watermark.
Customising watermark in templates.
Removing watermark manually
To remove watermark manually:
  1. Go to the Document details page.
  2. Reach document statue Ready
  3. Remove watermark manually via button
Removing watermark manually in templates.

Archiving templates

There are two ways of archiving a template:
  1. On the
    Templates
     tab, check the template or multiple templates and click
    Archive
  2. Archive all template versions (see
    Archiving template versions
     below)
Archiving a template will archive all versions of the template and the template will be removed from the list of templates on the
Templates
 tab. You can display the archived template by checking the
Include Archived
 checkbox.
Restoring archived templates
To restore the archived templates:
  1. Go to
    Templates
     and check the
    Include Archived
     checkbox.
  2. Select the required template.
  3. Within the Template details page select
    Restore Latest.
Archiving template versions
To archive a template version:
  1. Select the required template on the
    Templates
     tab.
  2. Go to
    Template versions
    .
  3. Check the version you need to archive and click
    Archive
    .
You can restore the template version by navigating to the template version details page and selecting
Restore
.

Deleting templates

You can delete templates or template versions permanently if they are not associated with any live documents. You require Full access on the template to be offered this option.
To permanently delete a template and all its template versions:
  1. Go to
    Templates
     and select the template to be deleted.
  2. Click on the three ellipses Three ellipses with option to delete.
  3. Select the
    Delete
     option.
  4. Confirm you want to delete this template.
note
It is not possible to restore permanently deleted templates.
Deleting template versions
To permanently delete a template version:
  1. Within a Template details, select
    Template versions
     from the template menu.
  2. Tick the versions of the template that are to be permanently deleted.
  3. Select the
    Delete
     option.
  4. Confirm you want to permanently delete these versions.

Viewing template history

Template history contains the information about template changes - adding the template, new versions, deleting the template, approval changes, negotiation changes, sharing permission changes.
To view the template history:
  1. Select the required template on the
    Templates
     tab.
  2. Go to
    History
     .

This article applies to:

  • PRODUCT: Contract Express