Create a Template | Scribe

    Create a Template

    • Smart Kx |
    • 27 steps |
    • 4 minutes

      Upload Document

      1
      In Firm View, click "Add" on the Templates section.
      2
      Click "Add Template File" to select a document from your computer.
      3
      Template Name will automatically pull from the file name but can be adjusted.
      4
      Select the template number.
      5
      Click "Prepare" to create your template.
      6
      Click "Got it"

      General Instructions

      7
      Adjust the zoom in the top right corner.
      8
      Add a field by clicking and dragging a field from the left sidebar to your document. Resize a field by clicking and dragging one of the corners of the field.
      9
      Click on the trash icon to delete a field.
      10
      Make a field optional by unchecking the Required field box. \*All fields are required by default.
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      For more information, visit the [Dropbox Help Center](https://faq.hellosign.com/hc/en-us/articles/360033543132).

      Signer Roles

      11
      The following signer roles are available: Sender, client_1, client_2, and advisor. Sender is the Smart Kx app and Advisor is the user. Documents will be sent for signature in that order.

      Sender Fields

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      Sender fields automatically pull information from Smart Kx's [New Client workflow](https://scribehow.com/shared/Create_a_New_Client__Send_Agreement__Q6KJAitHTdayn7XYk0ijzQ) to populate into corresponding fields. The possible fields are: client_1_name, client_2_name, fee_schedule, household_name, notes
      12
      To add Sender Fields, select Sender from the Signer dropdown.
      13
      Select Textbox.
      14
      Drag and drop the field to the document. Adjust the textbox size as needed.