Introduction
Creating templates is easy! It's actually the preferred way to use UnicornForms. Too many contracts, agreements, SOWs and other documents are managed in a document editor like Word or Google Docs as one offs. This creates unnecessary extra work, increases search costs and increases time in deal flow.
Templates can be re-used. To learn more about the difference between Templates, Executed Documents and Single Documents, we have a whole article about it..
How do I begin?
Just click the pink button :-)
Upload your PDF
Next upload your PDF file by either dragging and dropping your file in the dropzone or clicking into it and selecting a file in your browser's folder navigator.
Give Your Document a Title
Give your document a title at the top. As a future note, we will default the title of the document to the file name in Q1 2024.
Map Your Fields
We have a number of Field Types that you can click and drag into your document.
Manager fields will display in Green while Recipient fields will display in Blue. To learn more about assignment, see our helpful article.
Label Your Fields
This process is quite different than most other electronic signature solutions, but it is key to leveraging the data within a document and re-using fields. For each field, give it a name. For example, if the field is an Effective Date, type it into the Field Name:
This name will now display in any Form View.
Other Field Properties
You will likely want to review our Field Properties to learn more. Mostly, you will be doing the following:
1. Assign your fields to a Manager or Recipient
2. Making fields required or optional
3. Setting dates to default to the date of signing
4. Adding options to dropdown menus
Get Signatures!
Then follow our instructions on how to send a document for signature.