Document 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 use (ex: A Closing Disclosure that always has a spot for signature and date on page 5)

Setup

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

Template Roles 

• The Notary assignee role is there as an option by default
  • To create additional roles select the  + Add template role button 

• Give each Signer a role name (Signer 1, Signer A, etc)
  • Add as many Signers as this document set requires

Applying Annotations

• 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

Saving Template

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

Using the Template 

• For meeting preparation, Add a Document
• Click Annotate
• On the top right corner, select the Template icon

• Choose the appropriate Template, and click Next
  • Assign a signer to each role
  • Click Apply
  • The annotations automatically apply based on the Template Settings 

Annotations can be adjusted as needed:

Watch Demonstration Here: