Creating templates with Iris Documents is easy and simple, follow the step-by-step instructions below to get started.
1. Login and access the
User Dashboard.
2. Select the option 'New Template' from the menu.
3. Enter a new title for this template in the pop-up window. This title will be used to access this template by you as well as any members
that may be a part of your company. Select a PDF file to create the document from, then hit the 'Create Template' button.
4. Check the template preview and click the 'Add User' button to begin adding example template users. For each template user added,
a permission and/or signature location will be recorded, similar to the creation of a new document. Decide on the number of users
you would like to view, sign, or edit this document. When the document is created from this template, you will simply define the
name and email for each user added, and the permission and signature locations will be added accordingly.
Permissions:
- View - Allows a user to view a document only.
- Sign - Allows a user to view and sign a document.
- Edit - Allows a user to view and edit a document.
5. Once all users have been added(with each checkmark clicked), click 'Continue' at the top of the page.
6. Use the template editor to define locations for new signatures and text boxes. Click on the button with the name of the user
to add a signature for that user. Click on the 'Add Text' button to add text to the page. Click the 'Next' or 'Last' buttons to
access different pages of the template.
7. When you are finished editing the template, hit the 'Save Template' button at the top of the page.