Kofax SignDoc Standard 2.1.0.3 - Online Help

Templates

The Templates page offers a similar user interface as described earlier for the Signing packages page. Please refer to the earlier section to get more info about the filter and search functionality, the list display and the template/package details view.

The major differences between a template and a signing package are

•it’s not possible to start a signing session from a template

•the state of a template is always Ready to use (Prepared)

Possible actions in this view

To create a new template and open it in the package wizard click the Create template button on top of the view.

Template specific dropdown actions

•Use
Creates a new signing package based on a template and opens it in the package wizard.

•View
Opens the template details view (see package details view for more info).
Note that this view provides a reduced set of further actions compared to a signing package.

•Edit
Opens the template in the package wizard for editing.

•Make a copy
Creates a new copy of the template

•Delete
Deletes the template