How AuthorizeDoc Works
Turn your existing Word documents into smart templates that collect information, generate complete agreements and get them signed — all in one simple flow.
If this is your first time using AuthorizeDoc, this page walks you through each step so you know exactly what happens and who does what.
From Word document to signed agreement in 4 steps
Here’s what happens from the moment you prepare your Word file until everyone has their signed copy of the document.
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1
Create a template from your Word document
Open the document you want to use in Word. Everywhere information will change — like names, addresses, dates or amounts — replace the space or text with a placeholder. For example:
${full_name}.When you upload your document to AuthorizeDoc, a setup wizard guides you through each placeholder so you can decide who should fill it in and how it should behave.
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2
Fill in your part and create the document
Choose the template you want to use and create a new document. AuthorizeDoc asks you to complete any fields assigned to the “sender” (you) — such as your company details or fixed values that are the same every time.
Fields assigned to the recipient are left blank and will be requested from them later in the process.
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3
Send for review, data entry and e-signature
Add one or more recipients and send the document. Each person receives a secure email link where they can:
- • Review the document
- • Fill in the fields assigned to them
- • Sign electronically
In your AuthorizeDoc account you can see, in real time, who has opened, completed and signed the document.
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4
Final document is created and shared
Once all required parties have signed, AuthorizeDoc automatically generates the final document with all placeholders replaced by the answers that were provided and all signatures in place.
A download link to the electronically sealed document is sent to everyone, and you keep a complete audit trail in the system.
AuthorizeDoc templates
A template is simply a Word document that has been upgraded with placeholders. By replacing all the changeable text — such as names, addresses, phone numbers and other details — with placeholders, the system can ask the right questions, collect the answers and generate the final document for you.
For every placeholder you add, AuthorizeDoc creates a question. You decide who answers it (sender or recipient) and what type of answer is allowed (text, number, date, etc.). When everything is answered, the system builds your finished document based on the original Word file.
Why use templates?
- • Reuse the same document structure over and over again
- • Reduce manual editing and copy-paste errors
- • Make sure every recipient gets the correct version of the document
- • Keep your legal texts and formatting consistent
AuthorizeDoc placeholders
Placeholders are special tags that you add in your Word document to mark where dynamic information should go. In AuthorizeDoc the tag must look like this:
${placeholder_name}
You can add as many placeholders as you like, and choose from a wide range of options for each one. Assign the placeholder to the person who should provide the answer, and they will simply be asked for that information when they open the document.
Some common placeholders:
${full_name}${first_name}${last_name}${address}${post_code}${city}
Example: If you replace the name field with
${full_name},
and assign it to the recipient, they will be asked to type in their name as part of the signing flow.
If you have any comments or questions, please reach out to us.
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