Create a Template | Scribe

    Create a Template

    • Smart Kx |
    • 0 step |
    • 4 minutes

      Upload Document

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

      General Instructions

      Adjust the zoom in the top right corner.
      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.
      Click on the trash icon to delete a field.
      Make a field optional by unchecking the Required field box. \*All fields are required by default.
      For more information, visit the [Dropbox Help Center](https://faq.hellosign.com/hc/en-us/articles/360033543132).

      Signer Roles

      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

      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
      To add Sender Fields, select Sender from the Signer dropdown.
      Select Textbox.
      Drag and drop the field to the document. Adjust the textbox size as needed.

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