How do I add a default signee to a template?

Learn how to add default signees to templates

If you have team members who are responsible for signing certain types of contracts, you can add them as default signees to the template. Default signees will automatically be added as signees to contracts generated from the template.

Adding default signees to templates

To add default signees to a template, simply

1. Click Templates in the top menu and choose the template you want to add default signees to,

2. Click the Add default signees button in the Default signees section of the template’s overview,

3. Fill out the signee information and click the blue Add button.

Documents generated from this template will automatically have the default signees included. Users are still able to edit, remove, or add new signees to the drafted document.

Creating conditions for default signees

You can choose to add conditions to your default signees, which will determine if a signee is added to a contract generated from the template. Conditional default signees will be automatically added to contracts drafted from the template only when the conditions are met.

If you do not add conditions to default signees, they will always be added to each contract generated from the template. 

How to add conditions to default signees 

To add conditions to default signees, simply:

1. Add the default signee to your template

2. Select the 'Manage conditions' button to the right of signee details

3. Set conditions by selecting a reference, an operator, and an answer

4. Add or remove conditions by clicking the plus or minus symbols

5. Combine conditions by using the 'AND' operator, or create separate conditions by selecting the 'OR' operator

6. Click the blue 'Save' button to save the conditions

Do you want to add default approvers to your template?

If you have people who should give initial or final approvals to contracts generated from a specific template, you can add them as default approvers. Default approvers will automatically be notified that a contract needs approval when a contract is generated from that template.