Pasar al contenido principal
No se ha encontrado ningún elemento.
Logotipo de Dropbox Sign
¿Por qué elegir Dropbox Sign?
Desplegar o contraer acordeón

Qué puedes hacer

Firmar documentos en línea
Crea firmas electrónicas
Selecciona o crea plantillas
Rellenar y firmar PDF
Finalizar contratos en línea
Gestión de documentos‍
Ver funciones
Icono de flecha hacia la derecha

Casos prácticos

Desarrollo comercial y de negocio
Recursos humanos
Start-ups
Tecnología financiera
Propiedad inmobiliaria
Servicios a la carta
Productos
Desplegar o contraer acordeón
Icono de Dropbox
Sign
Facilita el envío y la firma
Icono de Dropbox
Sign API
Integra las firmas electrónicas en tu flujo de trabajo
Icono de Dropbox Fax
Fax
Envía faxes sin tener fax
Icono de integraciones de Dropbox
Integraciones
Estamos donde trabajas
Recursos
Desplegar o contraer acordeón
Blog
Amplios conocimientos sobre flujos de trabajo y noticias sobre productos
Experiencias de clientes
Historias reales con resultados tangibles
Centro de ayuda
Consejos avanzados para usar nuestros productos
Colección de recursos
Informes, vídeos y hojas informativas
Desarrolladores
Precios
Desplegar o contraer acordeón
Precios de Dropbox Sign
Encuentra el plan perfecto para ti
Precios de Dropbox Sign API
Historias reales con resultados tangibles
Contactar con ventas
Registrarse
Contactar con ventas
Iniciar sesión
Desplegar o contraer acordeón
Dropbox Sign
Dropbox Forms
Dropbox Fax
Pruébalo gratis
Blog
/
Aspectos básicos de la firma electrónica

How to Use Dropbox Sign Templates to Eliminate Redundant Document Formatting

por 
Claire Murdough
November 17, 2016
5
minutos de lectura
How to Use Dropbox Sign Templates
icono de mensaje emergente

Cambio de imagen, pero ¡el mismo gran producto! HelloSign ahora es Dropbox Sign.

icono de cerrar



One of the most popular features in our core

‍

It’s little wonder why! 

‍

Templates eliminate the need to format the same documents over and over again, saving you precious time and resources. 

‍

What Are Templates?

‍


Dropbox Sign templates allow users to format a document once and then save the prepared document to a Dropbox Sign account. When the template is opened for use, the previously saved formatting holds, and the signing flow can be initiated without having to drag and drop fields again. 

‍

Templates are perfect for high volume documents (like sales contracts, tax forms, investment agreements, HR paperwork, rental leases, and more).

‍

Templates are easily accessible from your Dropbox Sign dashboard.

‍

How To Create a Template

‍


Creating a template is easy! You’ll be finished in just a few minutes depending on the complexity of the document. 

‍

Let’s take a look at how to do it. We’ll use a standard residential lease agreement as an example. It’s a medium level complexity document, as it consists of five pages, will require formatting for over a dozen fields, and requires signatures from several signers.

It’s the perfect candidate to show you how beneficial templates are. We’ll just need to spend a few minutes formatting it and then we won’t have to worry about formatting it in the future.

‍

To Begin

‍


To begin the process of creating a template, first navigate to the templates menu in your Dropbox Sign account.

Select the option “Create a Template.”


‍

‍

Step 1. Upload Your Document

‍


Next you'll need to upload the document you’d like to turn into a template. You can do so by uploading documents saved to your desktop, pulling in the document from an outside application using one of our many integrations, or dragging and dropping the document file onto your screen.


‍

‍

Step 2. Assign Signing Roles

‍


Now it's time to assign signing roles. Roles represent who needs to sign and/or fill out parts of the document.

Different agreements will require different roles. We've used a Residential Lease Agreement as our example document, so “Landlord” and “Tenant(s)” are the appropriate roles.


‍

‍



You can also assign a signing order or indicate if there should be any email addresses cc’d this time at this time. Both are excellent options for improving the flow of your document signing process. Signing order ensures that the right people get the document at the right time. Adding cc emails makes it easy to keep stakeholders in the loop.

‍

Step 3. Format the document

‍


You have several options when formatting your document. You can use signature fields, initial fields, text box fields, checkbox fields, and/or sign date fields to prepare your document. 

‍

You also have the opportunity to assign data validation to individual fields. Data validation helps to reduce errors by protecting against incorrectly formatted information. For example, if you select “Numbers Only” an error message will appear if any letters are entered into the field.


‍

‍

‍

Step 4. Name and Save Your Template

‍


You’re almost there! Once the document has been formatted you’ll just need to name your template and add a default message for recipients. Don’t worry, this message can be changed when sending the document out.


‍

‍

Step 5. Use your template immediately or share with your team

‍


Once the template has been generated and saved, it’s now ready for use! It can be accessed immediately. 

‍

You also have the ability to share your template with team members. This is particularly beneficial if multiple team members use the same document(s). For example, say you’re a property management company that employs twenty property managers. You can create a template for your standard agency lease and share with your team. 

‍

You’ll only have to format once and they’ll never have to worry about it.


‍

‍

Extreme Automation for Templates: The “Me (when sending)” Option

‍


There’s an additional layer to templates that allows you to streamline your workflow even more: the “Me (when sending)” trick. You'll most definitely want to take advantage of this if you're serious about saving time! 

‍

Me (when sending) allows you to automatically fill information into your document when sending. It helps speed up your document flow and saves time for anyone using templates. 

‍

The best part about this trick is that it doesn’t take any extra time. You’ll simply need to choose different rules for your document fields when formatting the template. 

‍

Let’s take a look at how to do it. 

‍

Setting Up “Me (when sending)” for Your Template

‍

The initial steps of formatting the template remain the same, so let’s assume you’ve gone through the motions of uploading your document, adding roles, and are now formatting your document with text fields. 

‍

Here’s where the flow changes slightly. 

‍

Instead of selecting a role when determining “Who Fills This Out,” select “Me (when sending).” Any field that you format with this parameter will be filled out by you when sending the document for signature, hence the “Me (when sending)” title. 

‍

Once you select “Me (when sending), you’ll be required to create a specific label for the field. This label will indicate what information needs to be filled into the document, so be as specific as possible. 

‍

In this example below we named the field “Name of Tenant.”

‍

‍



Repeat the step for any other field that you’d like to easily fill out when sending your document.

Next comes the exciting part.

When you next use your template, you’ll be met with a series of labeled fields matching those you set when you formatted the document. 

‍

You can see an example below:


‍

‍



Entering information into those fields will automatically fill the data into document fields with the corresponding label. 

‍

Like so:


‍

‍

Who Benefits From Using Templates?

‍


Templates are an excellent way to speed up the signing process and to streamline data entry.

‍

Here's who benefits: 

‍

  • Preparer(s) of the Template. The experience of setting up a template is incredibly quick and easy. Formatting the document is the lengthiest part of the process, and you’ll only have to do it once. Seeing that most documents can be set up under five minutes, that’s really saying something! The set-up flow also uses the same intuitive designs you see in all our exceptional Dropbox Sign workflows. 
  • User(s) of the Template. Anyone who uses the template (whether that be you, a teammate, or an entire department) will experience the luxury of sending out online documents that are fully ready to go. Users never have to worry about redundant formatting and can regain precious hours of their day. 
  • Signer(s). Those receiving the document for signature are prepped for success. They’ll see exactly which fields they need to fill out and benefit for guidance from Dropbox Sign. The signer’s experience is mobile responsive and equally as pleasant for someone signing on their desktop to someone signing on their mobile device.

‍

Try Templates Out for Yourself!

‍


Just because you use a document frequently doesn't mean you need to format it frequently. Sign in to your Dropbox Sign account (or create one here) to prepare your first template.


No pierdas el hilo

¡Listo! Revisa tu bandeja de entrada.

Thank you!
Thank you for subscribing!

Lorem ipsum

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

Lorem ipsum
Icono de flecha hacia la derecha
icono de cerrar

Up next:

Una persona está trabajando con un ordenador portátil en un escritorio. La pantalla muestra cómo se añade una firma electrónica a un documento.
Aspectos básicos de la firma electrónica
8
minutos de lectura

SES, AES y QES: tipos de firmas electrónicas, a examen

Person signing a document on a tablet in a living room.
Aspectos básicos de la firma electrónica
5
minutos de lectura

How to validate a digital signature—and why it matters

eBook

La guía definitiva sobre firmas electrónicas en la tecnología financiera

Productos
Dropbox SignDropbox Sign APIDropbox FaxIntegraciones
Por qué Dropbox Sign
Firmas electrónicasFirmar documentosFirma y rellena documentos PDFContratos onlineCrea firmas electrónicasEditor de firmasFirma de documentos de Word
Asistencia
Centro de ayudaContactar con ventasPonte en contacto con el departamento de asistencia.Gestionar cookiesPrimeros pasos: Dropbox SignPrimeros pasos: Dropbox Sign API
Recursos
BlogExperiencias de clientesCentro de recursosGuía de legalidadCentro de confianza
Socios
Socios estratégicosLocalizador de socios
Empresa
EmpleoCondicionesPrivacidad
Icono de FacebookIcono de YouTube

Métodos de pago aceptados

Logotipo de MastercardLogotipo de VisaLogotipo de American ExpressLogotipo de Discover
Insignia de conformidad con la CPAInsignia de conformidad con la HIPAAInsignia de Sky High Enterprise-ReadyInsignia de certificación ISO 9001

Las firmas electrónicas de Dropbox Sign son legalmente vinculantes en los Estados Unidos, la Unión Europea, el Reino Unido y en muchos otros países.
Para obtener más información, consulta nuestros Términos y condiciones y la Política de privacidad.