Annotation Templates

Follow this Guide to create Annotation Templates to save time on your next Meeting or eSign!

Templates are a great time saver for any Document sets that have the same general annotation placements for each Meeting (ex: A Closing Disclosure that always has a spot for signature and date on page 5)

Setup

• Click on Templates on the left hand panel
• Click Create Template (upper right)
• Upload Document and click 'Next'
  • Choose from Computer (upload from your computer)
  • Import Stavvy Document (upload from an existing Stavvy Document)

• From the Assignee dropdown on the left, add as many Signers as this document set requires
• Give each Signer a role name (Signer 1, Signer A, etc)

• Select the appropriate Signer from the Assignee dropdown
• Drag and drop the Signer's annotations throughout the Document
• Repeat with additional Signers

• Repeat with Notary annotations

• When finished, click Save Template on the top right
• Give the Template a name
• Click Save

In Use

• For meeting preparation, Add a Document
• Click Annotate
• On the top right corner, click Apply Existing Template

• Choose the appropriate Template, and click Next

• Assign Signers to each role
• Click Apply

• The annotations automatically apply based on the Template Settings as seen below

Watch Demonstration Here: