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 your template. As default signees, they’ll automatically be added as signees to contracts generated from that template.

Adding default signees

To add default signees, simply

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

2. Click the Add default signee 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 these default signees included. Users are still able to make edits, remove, or add new signees.

BONUS! By ticking the box "The signee is required", Member users roles won't be able to delete these signees in the generated documents.

Pro tip: If you have people that are responsible for approving contracts generated from a certain 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.