You've been waiting for it for a long time, we've done it! 🎉 🎉
No more sending PDFs to fill out one by one and modify each year, nor receiving hundreds of emails for convocations or internal regulations! Everything is now done on Edusign.
In this article you will find:
✏️Written guide ✏️
1️⃣ Create a document template without a signature.
To create your first document template, go to the Documents menu then click on Send a document at the top right.
Then click on Create a template at the bottom of the page in the "Text document library without signature" section.
A blank page displays to edit a document from A to Z. You can copy-paste a Word document template.
Using the toolbar at the top of the template, you can:
Edit your text (size, color, format, hyperlink, etc.). etc.) .
Insert images (like a logo, stamp & pre-recorded signature, etc.). etc.)
Add various structuring elements such as tables, etc.
You can then, via the right toolbar:
Name the template
Add different variables to the document. Variables are elements that you add wherever you want within the body of your document. They will update according to the recipient of the send and the sender.
For example:
I can choose to add my organization's information (Name, Address, SIRET, etc.) which will be automatically filled in based on the information entered in my account settings (organization information). etc.) which will be automatically filled in based on the information entered in my account settings (organization information).
I can also add the full name and signature of the administrator, which will automatically update the administrator's name each time the document is sent, based on the admin account user generating the document.
Finally, I can also add the full name of a learner, their email, the date of their training, which will automatically indicate the name of the learner concerned in the body of the text at the time of document generation based on the recipient learner. The administrator generating the document will also be able to provide the start and end date of the training at the time of generating the document.
Note: The Check boxes need to be named to differentiate them from each other in your toolbar. Once named and added to the document, you must write the text next to the Check box variable in the document, otherwise you will have a box without text on the final document.
Once the template is filled out, you can move to the next step, which will save your document and allow you to send it.
You can then send the document to one or more learners and click Send.
2️⃣ Modify or delete a template.
To modify an already created document template:
Go to Documents
Click Send a document.
In the "My document templates" section, click on the three dots at the top right of the document.
Then select Modify or Delete.
Note: If your document does not appear in the "My document templates" section, click Show more (to the right of this section).
3️⃣ Send a document without a signature individually or in bulk.
To send a document without a signature individually or in bulk, you have three options:
You can first send the document to a learner or a group of learners just after creating your document template.
In the same way, once the template is created, you can go to Documents then Send a document at the top right. From the "My document templates" section, you can then click on the three small dots at the top right of the document visual and then on Use beside the concerned document, and send the document to a learner or a group.
If you do not see your template in the section, click Show more and select your document in your database.
Finally, from the Learners tab, you can select one or more learners via the Checkbox ✅ then click on Generate documents to the right of your screen. You will then be able to choose the document template to send from the dropdown list.
4️⃣ Track sent documents and retrieve them.
Once sent, you will find all sent documents in the Documents menu under Recent Documents (documents sent with or without a signature) or in Generated Documents which only shows documents generated through the process described in this article.
You can then verify that a document has been sent by clicking on the document in question, which will allow you to get precise information about sent times and dates, for example.
It will be possible to download the document by clicking on Download as PDF at the top right of the document page.
You can also go through the Documents menu where you can download documents individually or several at once after selecting them (Checkbox ✅) then by going through the menu to the right of your screen.
To learn more, visit our help center.
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