Signature Templates
Updated
The Template section is one of the most important aspects of your Signature account. It allows you to upload and manage your contracts, forms, and printouts easily.
Getting the most out of template:
- Understand what are the different types of documents.
Why is it important?
- You must know which document allows for input from your contacts and which does not.
- Contracts and Forms allow your contacts to add information while Printouts do not. - Know how to create a template.
Why is it important?
- You must create a template in order to send it to your contacts.
How to create a template?
- Click on this link that would guide you step by step on how to create a template. - Know how to request photo identification from your contact.
Why is it important?
- Depending on your country's laws or your personal business practices, you might need to collect photo identification from your guests.
How to request photo Identification from your guest?
- Click this link for guidance on how to request photo identification from your guest. - How to input data into your templates.
Why is it important?
- Data dictionary fields will allow you to display the associated data that relates to the guest.
How to use data dictionary?
- Click the link to find out more about data dictionary. - Know how to send your templates.
Why is it important?
- Templates must be sent to your contacts in order to obtain their signatures and other important information you require.
How to send a contract?
- Click this link to learn how to send a document to your contacts.
- To send a template automatically, please click this link.
As always, we're here to help. Please feel free to email support@tokeet.com with any questions.