Saved Signing Scenarios

Filling out signing scenarios, especially the more complex ones, requires "a lot of clicks."sad

One way to make your work easier is to save and reuse a frequently used signing scenario.

Saving a frequently used signing scenario

After filling out the signing scenario, at the bottom of the signing scenario design page:

• check Save signing scenario settings for next time,
• enter a name in Signing scenario name to save it,
• and confirm with the Save and Continue to document content button.

Save the signing scenario for next time, here with the name "Sale XYZ - Salesperson No.1.

Reusing a frequently used signing scenario

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

• click the downward-pointing arrow to expand the list of saved signing scenarios and
• select a suitable one,
• at that moment the saved scenario expands
• and you only change what needs adjusting — for example, delete the counterparty's contact and enter a different one.

Selecting from saved signing scenarios.

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Do you know how to save yourself even more clicking when sending documents for signature? Insert signature placement fields into the documents in the right places in advance. The signatures will then place themselves "on their own."