Saved signing scenarios

Completing signature scenarios, especially the more complex ones, requires "a lot of clicks".

One way to make your job easier is to save and reuse a frequently used signing script.

Save a frequently used signing scenario

After filling in the signing scenario at the bottom of the signature scenario design page:

• Check Save signature scenario settings for next time,

• fill in the Signature Scenario Name to save, 

• and confirm by clicking Save and Continue to the document content.

Save the signature script for next time, here with the name "Selling XYZ - Trader #1.

Reusing a frequently used signing scenario

When sending another document with the same scenario, then just draft the signing scenario in the header of the page

• click on the down arrow to expand the list of saved signature scenarios and

• select the appropriate one,

• at which point the saved scenario will open

• and all you do is change what needs to be changed, for example, delete the contact for the other party and enter another one.

A selection of saved signature scenarios.

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Do you know how to save yourself extra clicks when sending out documents for signature? Pre-insert the signature fields in the documents to be signed in the correct places. The signatures will then place themselves in their places "by themselves".