This article is a guide for all teachers, professors, and educators using Connie together with their students.
Instead of every student starting from scratch, you can set up the right templates once and make them available to your whole class or specific students. This means students always know which document to use and how to structure it correctly.
Step 1: Create your template
1. Click Templates in the left-hand menu.
2. Click New Template.
You can write your template from scratch or paste in text from an existing document. See "Setting up your first template" for a full guide on setting up templates.
Add SmartTags where relevant.
SmartTags are placeholders that fill in information automatically – like your institution's address or the contract date – or create fields that students and signers need to complete during the signing process, like usage details or signer information. See SmartTags and dynamic fields for a full overview.
3. Click Publish changes when you are done.
Your template is now ready to share.
Step 2: Share your template with students
1. Click Student Accounts in the left-hand menu, then click the Template Sharing tab at the top.
Here you will see an overview of all templates you and your colleagues have created.
2. Find the template you want to share.
Scroll through the list or use the search bar to find it.
3. Toggle on the switch next to the template.
Your students will have access as soon as the switch is on.
4. Set editing permissions.
Decide whether students should be allowed to edit the template or use it as it is.
Good to know
To view or edit a shared template at any time, go to Student Accounts – then Template Sharing, click the three dots next to the template, and select View or Edit.
Even if students are not allowed to edit a template, they can duplicate it and edit their own copy instead. See this guide for students: Customise a template shared by Connie.