Templates
Initial setup guide for users to use Templates.
By Jenefa1 author16 articles
- Difference between variable, schema, and blocks in a PDF templateLearn about Blocks, Variables, and Schema in BoloSign PDF templates to efficiently customize, pre-fill, and manage editable fields.
- How to Add Approvers in the PDF Template before taking the signature?Use BoloSign's Approval Workflow to add approvers who review and validate PDFs before signing for accuracy and compliance.
- How to Create a PDF Template?Create reusable templates with predefined roles and fields for efficient signing processes.
- How to Create Custom Email Subjects & Bodies in BoloSign?Customize signature requests in BoloSign with dynamic email subjects and messages for personalized, engaging communication.
- How to create custom fields for contacts and use them in PDF templates for sending?Create custom fields in BoloSign contacts and use them in PDF templates for seamless document workflow automation.
- How to delete PDF Template Responses?Learn how to delete PDF template responses in BoloSign to maintain an organized and efficient document management system.
- How to Enable or Disable Roles Inside Templates in BoloSign?Easily manage roles in BoloSign templates by enabling or disabling them to control access and customize fields for efficient documents.
- How to Generate a Global Link in a PDF Template in BoloSign?Create a global link in BoloSign to share PDFs with multiple recipients seamlessly.
- How to Get the PDF Template Document ID?Easily retrieve the unique PDF Template Document ID in BoloSign for API requests, integrations, and enhanced template management.
- How to import fields from other PDF templates?Effortlessly replicate and reuse form fields across multiple PDFs by importing them from existing templates, ensuring consistency.
- How to search for recipients in PDF and template responsesManage recipient lists in BoloSign easily with search and filter to quickly find and verify recipients in PDFs and templates.
- How to set variables inside the PDF Template?Easily set variables in BoloSign PDF templates to automate and personalize documents.
- How to use bulk send in templates?Bulk Send lets you send a template to multiple people at once.
- How to use Expiration and Reminder features in PDF and PDF templates?Set expiration dates and automated reminders in BoloSign to ensure timely document actions.
- How to use tables and custom variables in PDF templates?Create dynamic, customizable PDFs with BoloSign by using tables and custom variables. Perfect for invoices and tailored document workflows.
- How to use the Create Document feature in PDF Template?Create Document lets you reuse a PDF template and make edits without affecting the original template, keeping your workflow flexible.