Instead of every student starting from scratch, you can set up the right templates once and make them available to specific students, your whole class, or all students at your school. That way the students always know which document to use and how to structure it correctly. Less confusion, more time for the actual work.
Step 1: Create your template
Go to Templates in the left-hand menu and click New Template. You can either write your template from scratch or paste in text from an existing document on your computer. Find more information on templates and how to set them up here.
Use SmartTags to save time. SmartTags are placeholders that fill in information automatically, like your institution's address or the contract date, or create fields that the signer needs to complete during the signing process, like usage details or signer information. Not sure which SmartTags to use? Read our SmartTags guide here.
After you have created the template it is ready to share.
Step 2: Share your template with students
1. Go to Template Sharing
Go to Student Accounts in the left-hand menu and click the Template Sharing tab in the menu bar at the top.
2. Find your template
You will see an overview of all your templates. Scroll through the list or use the search bar to find the one you are looking for.
3. Switch on sharing
Toggle on the switch next to the template to make it visible to your students.
4. Set editing permissions
Decide whether students should be allowed to edit the template or just use it as it is.
5. View or edit the template
Need to make changes? Click the three dots on the right side of the template to view or edit it.
Changes take effect straight away, so your students will have access as soon as you switch the toggle on.
💡 Tip: Not sure which settings to use when setting up your template for the first time? Start simple. You can always go back and adjust things later.