Agreements and contracts that your business uses with your clients can be easily implemented as a template. Simply create the template from the User Dashboard menu and add each user, signifying whether they will be allowed to only view the document, sign the document, or edit the document.

When you create a new Iris Document, select the name of the template you would like to use. Fill in each user in the numerical order they were added to the template, adding a name and email to the first user box to signify that all permissions and signatures of the first template user are to be used for this user in the document.

When you create the Iris Document you can also send additional files, set reminders, and schedule the document to be sent at a certain time. All text, brands, and signatures will be added automatically to the document from the preset template. The features available depend on the active subscription on your account. Click this link to view a table which clearly lists the advantages of each subscription and their price range.