signNow templates
Send documents or groups of documents for signature with the signNow Templates button.
- In your object, click on the signNow Templates button.
![SN.signnow.template.button.png 681](https://files.readme.io/fc15be7-SN.signnow.template.button.png)
- If you are not logged in to signNow, you will be able to log in with your existing credentials. If you don’t have a signNow account, complete the simple registration process on https://www.signnow.com/ and then log in with your credentials.
![snum_002.png 857](https://files.readme.io/4375fca-snum_002.png)
- Click on the template you'd like to send from the list.
![snum_003.png 1187](https://files.readme.io/1a279b3-snum_003.png)
3.1. Alternatively, from the options dropdown menu select Edit Template to edit the template in signNow (add fillable fields, checkboxes, radio buttons, etc.) if you would like to edit it before sending.
![sn_027.png 1226](https://files.readme.io/a91aaf3-sn_027.png)
Note that you should reload your signNow application by clicking Reload after every edit made to a document in order to apply your changes.
![snum_019.png 803](https://files.readme.io/a66e1b4-snum_019.png)
Select Salesforce Annotations to add Salesforce annotation fields to your document in signNow if needed.
![sn_028.png 1205](https://files.readme.io/95d547e-sn_028.png)
Select Salesforce Data Binding to pre-fill the template with data form the Salesforce record or to update the Salesforce record’s fields when the document is filled.
![sn_029.png 1192](https://files.readme.io/b6faa35-sn_029.png)
- Enter a name for the document being generated and click Submit.
![snum_004.png 1048](https://files.readme.io/8526f87-snum_004.png)
- Preview a document prior to sending by clicking its name. The document will open in a new window with Salesforce Annotation fields filled.
When finished, enter a recipient’s email, specify recipients in the CC field to receive notifications once a document has been signed, and add a subject and body if needed.
When finished, click Send.
![SN.send.invite.click.doc.name.png 1123](https://files.readme.io/a70ef37-SN.send.invite.click.doc.name.png)
5.1. Use Advanced settings to password protect your document, set an expiration date and enable reminders for your recipients.
![snum_006.png 1057](https://files.readme.io/d46bf89-snum_006.png)
- To send a group of documents, select several documents by checking the boxes next to them and click Generate Document Group.
![SN.document.group.templates.png 1091](https://files.readme.io/e425228-SN.document.group.templates.png)
Enter a name for your document group and click Submit.
![SN.new.document.group.png 649](https://files.readme.io/fba9f85-SN.new.document.group.png)
Enter recipient email addresses and add a custom subject and body if needed.
Specify the order your signature requests will be sent in by selecting the value next to the Signers. All subsequent requests will be sent after the previous recipient has signed the document.
Use Advanced settings to password protect your document, set an expiration date and enable reminders for your recipients.
When done, click Send Document Group.
![SN.send.document.group.png 1118](https://files.readme.io/f06c7de-SN.send.document.group.png)
Click Show Document Group Template to proceed to your signNow Document Group Templates list.
![snum_013.png 1416](https://files.readme.io/717e745-snum_013.png)
You can edit any of the templates in the group, add Salesforce annotations or bind data before sending it. Click on the drop-down arrow next to a proper template and select an option you would like to use.
![snum_014.png 1407](https://files.readme.io/96debf0-snum_014.png)
To send a signature request for a Document Group Template, click on it.
![snum_015.png 1411](https://files.readme.io/1457c9d-snum_015.png)
Enter the name for your document group and click Submit. Note that you should add proper fillable fields and set roles for all templates in the group first, otherwise the new document group won’t be generated.
![SN.new.document.group (1).png 649](https://files.readme.io/c616852-SN.new.document.group_1.png)
Change or add emails, set advanced settings, add a custom subject and body if needed. When done, click Send Document Group.
![snum_016 (2).png 1405](https://files.readme.io/2e45461-snum_016_2.png)
Updated almost 5 years ago