How To Set Up A Signing Template

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Need employees to sign a document? Skip the paper—Humi's signing templates make collecting signatures in the app easy.

This article will show you how to set up a Signing Template in Humi. Once it's ready, you can assign it to the employees who need to review and sign it.

For documents that don't need signatures but require acknowledgment, just use a "View-Only" document. Add these to the shared drive for everyone to access anytime, or assign them to specific employees for acknowledgment. Learn more about View-Only Documents here.

 

New to Humi Document Templates?

No worries! Our easy-to-follow guide covers everything you need to know, from setting up your first template to using all the cool features. Check it out before you start to ensure you get the most out of Humi's powerful document management tools. 

 

How To Set Up A Signing Template

Summary

If you're already comfortable using Humi, here's a condensed version of how to set up your document for signing.

  1. Format your document with blank spaces for signatures, dates, etc., and save it as a PDF.
  2. In Humi, click Documents.
  3. Select the folder you want to add the document to or create a new one if needed.
  4. Click + Add Document.
  5. Select Signing Template.
  6. Upload the formatted document, add tags, and additional cosigners if needed.
  7. Click Create.
  8. In the Template Editor, drag and drop fields from the toolbar onto the blank spaces in the document.
  9. Click the Continue button.
  10. Assign the document to the required employees.

 

Setting up a Signing Template involves four essential steps. Click through each step below for our step-by-step guide. 

Step 1: Format Your Document

To successfully add a signing template, you need to format your document for use with the Template Editor.

Here’s how: Leave blank spaces or lines in your document where you need signatures, dates, or other variable employee information. You'll insert the required fields (like signature, name, dates, etc.) using the template editor toolbar in these spaces.

Example

  1. Draft the document.

    In this example, we've drafted the document and intend to include the following fields from the template editor toolbar: Company Name, Employee Name, Employee Address, Birthday, and Date.

    Ensure there are blank lines in the document where these fields will be inserted. Save this document, as you'll need to refer to it in Step 3.Screen_Shot_2022-03-17_at_6.34.25_PM.png
  2. Format the document to be uploaded to Humi.

    To format the document, delete the words "Company Name, Employee Name, Employee Address, Birthday, and Date," but keep the spacing to add these fields from the template editor toolbar.

    You'll find a list of all available fields to add from the toolbar in our Template Editor Guide.

    Screen_Shot_2022-03-17_at_6.34.36_PM.png

    Once you've finished formatting the document with blank spaces in the correct places, save it as a PDF file.
Step 2: Upload The Document
  1. In Documents, select the folder you want to add the document to.
  2. Click the + Add Document button in the folder and select the Signing Template document type. 
  3. Upload the formatted document from your computer and add the document name. 
  4. To keep your documents organized, add relevant tags or create new tags in the Tags field if necessary.
  5. Select up to three additional cosigners if needed, then click the Create button.
Step 3: Use the Template Editor To Add Required Fields
  1. Humi will automatically direct you to the template editor. Click the "Got it" button to get started.Screen_Shot_2022-03-17_at_6.53.38_PM.png
  2. Next, drag and drop the fields you need onto the document. You can resize the fields by holding and dragging the corner to fit the designated areas as shown here:signature-field.gif

Refer To Your Saved Document For Field Placement

If you need help determining what fields to add and where to place them, refer to the document you saved in Step 1. We told you it'd come in handy!

Click here to review the Template Editor Guide.

Step 4: Complete The Template and Assign To Employees

Once you've added all the necessary fields, click the Continue button in the upper right corner.

Humi will navigate you to your new signing document page. From there, click Assign in the upper right corner to assign the document to the employees.

 

Edit the template

If you need to adjust any fields on the signing template, click the Template Editor button in the upper right corner of the template page (Documents > Locate the document and click on it > Template Editor). 

template_editor.png

If the original uploaded document contains a typo or error, correct it and re-upload it to Humi using the steps outlined above.

 

Now that you've set up your signing template, the next step is to assign it to the required employees.  

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