Overall template settings
- Template name
- Language for system emails
- Saved sender signature
- Email template
- Integration
- Automatically add sender signature
- Add sender signature as last step
- Need sender signature
- Note shown while filling the document
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Template setup
Configure how a reusable template behaves
Template setup controls language, signatures, email templates, integrations, placeholder groups, field behavior, and optional QR code actions.
Placeholder groups
Placeholder groups organize fields and assign responsibility.
- Name
- Prompt shown to the user
- Who fills the group: sender, receiver, recipient, or ignore
- Conditional behavior
Placeholders and PDF fields
- Name and prompt
- Pre-fill value
- Type
- Required status
- Group
- Position for PDF fields
Screenshot placeholder: template setup fields and placeholder groups.
QR code setup
- Sign action
- Request recipient information action
- Note under the QR code
- Optional QR logo
- Show QR code
- Download QR code