How to Create a Envelope Template
An Envelope Template is a reusable model for sending documents via electronic signature. It centralizes and standardizes settings, messages, reminder frequency, and completion rules, ensuring consistency and efficiency in each signing process.
By using templates, the signing workflow becomes faster and more intuitive, reducing the risk of manual errors and ensuring greater compliance with company policies. In addition, templates provide convenience for users and stronger administrative control over signature flows.
Access the Object in Salesforce
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In Lightning Experience, click the App Launcher (9-dot icon).
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Open the sign2.me app.
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Go to the Envelope Templates tab.
Create a New Template
Click New.
Complete the Fields in the Recommended Order:
Fill out the Information section
Envelope Template Name (required): Enter a name to identify the template.
Owner: Select the user who owns the template.
Company Setting Name: Link the previously created Company Setting.
Reminder: Set the frequency of automatic reminders.
Finish When (required): Choose between:
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Automatically after the signature is completed.
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Manually or on the expiration date.
Allow Comments: Check this box if you want to allow signers to add comments.
Message: Write a personalized message that will appear in the signer’s email (e.g., “Hello, please review and sign the attached contract”).
Save
Click Save to apply the settings.