SignatureAPI has launched Document Templates, enabling developers to generate documents from pre-designed templates and send them for signing in a single step.
The Feature
Instead of creating documents separately and then uploading them to SignatureAPI, you can now use a template and fill it with data in one go when creating an envelope. This approach is especially valuable for high-volume workflows that repeatedly use the same document structure.
Key Components
- Template Creation: Design templates in
.docxformat using familiar tools like Microsoft Word or LibreOffice. No specialized software needed. - Data Merging: Use placeholders to dynamically insert information while maintaining consistent formatting across documents.
- Conditional Logic: Implement conditional statements that customize content based on specific data, enabling smarter, more responsive documents.
Benefits
Document Templates reduce preparation time, minimize errors, and keep formatting consistent. Organizations handling HR paperwork, sales contracts, and other document-intensive processes can boost productivity and streamline operations.
Getting Started
Check the document templates documentation or contact our support team for guidance.