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How to create a document template

Steps to save a reusable document template Creating a document template saves time for frequently used documents. Here’s how to set up a template in Signit:

  1. Log in to your Signit account: Access your account at https://app.signit.sa.
  2. Navigate to the Templates section:
    • Click on Templates from the left-hand menu.

  3. Create a new template:
    • Click the Create Template button to start.

    • Upload the document you wish to use as a template then press next.

    • Add the required roles to the template, input the signatories' information, configure a workflow if necessary, and adjust any other options you want within the roles section.

  4. Add fields and participants:
    • Place signature fields, text fields, or other required elements onto the document.
    • Assign fields to placeholder participants (e.g., Role 1, Role 2) for later use.

  1. Save the template:
    • Name your template for easy identification and click Save Template.

Tip: Templates are ideal for contracts, agreements, or forms used repeatedly in your workflows.