Create template
This article contains the following sections, click to see the instruction for the version of Scrive Online that you are currently using:
Scrive New:
To create a template:
- Click New process, or click on Template and choose a existing template.
- Set up your document for signing as usual.
- To give the template a name different from the document file name, click Settings and edit the Document title field:
- Click Save as template. The template is saved under Templates or under New process:
See also:
Scrive Classic:
To create a template:
- Click Start new process, Start from template or in your E-archive click New template.
- Set up your document for signing as usual.
- To give the template a name different from the document file name, click Other settings and edit the Document name field:
- Click Save as template. The template is saved under Start from template or under Templates in your E-archive:
See also: