What are process templates?
Process templates are saved patterns for document sending configurations. They allow you to define recipients, approval order, labels, and other settings in one place.
Instead of configuring each process from scratch, users can select an existing template, add the document, and launch the workflow in just a few steps.
Process templates reduce the time needed to prepare a send, minimize the risk of errors from manual configuration, and ensure consistency across the organization.
Process templates are ideal for:
- HR departments – e.g., sending contracts, annexes, or NDAs
- Sales and operations teams – e.g., order forms
- Legal departments – for various types of documents requiring repetitive procedures
- Companies sending many documents regularly
How to use process templates
- Log in to your account on the Autenti platform.
- Go to the Process Templates tab.
- Click the “Create Template” button.
- Fill in the required information – template details, type of access, and proceed to process settings.
- If your process requires it, add a document from your device and choose how the signature will be visually displayed.
- Add the recipients of the document and set the signing order.
- In the final step, select the process language, label tagging (e.g., HR, Sales), and document expiration time (after which it can no longer be signed).
Example use case
An HR specialist, instead of configuring the sending of each NDA separately, can use a single template. This makes the process repeatable and less prone to errors. Similarly, a sales team can use a template for order forms, speeding up and standardizing the sending process.