Text Control eSign Demo: Reusable Templates
We just published an extension to the Text Control electronic signature demo that shows how to prepare reusable templates with merge fields during the signing process.
With templates, it is possible to create documents with merge fields and form fields that can be reused to request signatures from users based on the same documents. Consider an NDA agreement that is always the same and will be sent frequently to users to request a signature.
The new section Templates allows you to upload or to create a new document that is used as a template:
In the template details, you can edit the template by clicking the Edit Template button:
Merge Fields
The editor allows you to insert merge fields, form fields and to modify the content and layout of the template:
Creating an Instance
When you are done editing the template, saving the document navigates back to the template summary. All available merge fields are automatically listed as HTML form fields in the overview page. In order to create a new instance of this template, simply fill out the form fields and click Create Instance.
The merge fields are merged with the form field data, a personalized instance of this template is created and handed over to the signature request process:
Personalized Agreement
The user receives a personalized agreement with pre-populated merge fields (here highlighted in yellow):
The template will be always available in the Templates section and can be reused with other signers personalized for the specific request.
Live Demo
You can test this workflow on your own by visiting the live demo:
Angular
Integrate document processing, editing, sharing, collaboration, creation, electronic signatures, and PDF generation into your Angular Web applications.
Related Posts
Advantages of a Modern Contract Lifecycle Management
Modern CLM systems provide streamlined processes that help companies to focus on more high-value tasks and core business functions. This article shows the advantages and how to use Text Control…
eSign Online Demo: Contract Collaboration Workflows
We published an extension to our electronic signature reference implementation that shows how to implement document collaboration workflows. A document can be shared with another user to negotiate…
Integrating Document Lifecycle Management with ASP.NET Core and C#
In this article, we will explore how to integrate document lifecycle management with ASP.NET Core and C#. We will illustrate why document lifecycle management is important and how it can be…
AngularASP.NETElectronic Signatures
Integrate E-Signing into ASP.NET C# Applications using APIs
The use of electronic signatures has grown in popularity in recent years and especially during the pandemic. It became the standard for signing contracts and other business-critical documents.…
Announcing New Signature Features: Initials and SVG
We are working on new DocumentViewer features for electronic signatures. The next version supports initials and SVG signatures for better export quality.