Papersign Templates Guide

Information about your signers can be configured on the right side of the page while editing any document. Under "Signers," simply select a signer or add a new one to enter information about them.

Signer info can be dynamically added to the document in two ways:

• You can pre-fill attributes into text fields using the connected attributes setting.
• Attributes can be displayed on the document (read-only) using answer piping.

We'll cover both of these features later in the guide.

By default, signers have five attributes:

• Name*
• Email*
• Job title
• Company
• Phone

Only the Name and Email attributes are required (*), which means that you must set a value for each of them before you can send the document out for signatures. The other three are totally optional. You can create additional signer attributes using the “Custom attributes” menu at the bottom of any signer’s settings.

Each custom attribute has two settings:

• Label: the attribute name, like “Mailing Address”
• Value: the signer's info, like “123 Main St.”

You can add as many custom attributes as you like for each signer.

If you are setting up a document for the Paperform to Papersign integration, the value of each attribute will be replaced with an answer from Paperform (you can also set a static value in the integration settings). We recommend using clearly defined labels, and then entering test values for now so that you can see how it works.

In Papersign, text fields on a document can be directly connected to signer attributes.

Select the text field, and you'll see the "Connected attribute" options in the settings panel to the right.

When a text field is connected to a signer attribute, the value for that attribute will automatically pre-fill the field on the document.

Attributes can only be connected to text fields. Other field types (checkbox, dropdown, etc.) are not currently supported.

If you connect multiple fields to the same attribute, this offers an additional benefit: when the signer makes changes to one of those fields, all of the others that are connected to the same attribute will be updated automatically.

For example, let’s say that you send a signature request to your client, Sue Smith. Her name will need to appear in the document several times, so you add several text fields and connect each one with her Name attribute. You’ve set her name to “Sue Smith,” so the relevant document fields are filled with that value automatically.

When Sue signs the document, she decides to update the first field with her legal name, “Suzanne Smith.” After changing this only once, her name will continue to appear as “Suzanne Smith” for the remainder of the document.

Additionally, you don’t need to know the value of a certain attribute ahead of time in order to connect fields to it. For example, let’s say that Sue’s job title will also appear a few times on the contract, but you don’t actually know what her title is ahead of time. You can go ahead and connect those fields to the “Job Title” attribute anyway, but leave the attribute’s value blank. When Sue enters her job title the first time, her answer will automatically be filled into all of the other relevant fields on the document.

“Connected fields” are shortcuts that you can use to add text fields that are already connected to specific attributes. For example, the connected field labeled “Name” will add a text field that is automatically connected to the “Name” attribute. You can find connected fields at the bottom of the list when adding a new field to the document.

New signer attributes can also be configured via connected fields. When adding a field, type the name of a new signer attribute that you would like to create.

Select “Create new custom field,” and then select a signer. The custom attribute will be created for that signer automatically, and the new text field you’ve created will already be connected to it.

Once your completed document has been configured with connected attributes and answer piping, you are ready to use it as a template for future contracts!

Before sending:

• Check that “Is Template” is toggled on.
• Preview your document to see how it will appear to your signer(s).
• Check that your document settings are configured as desired.

When you're ready to send out the agreement, you can send a copy from the document editor or right from the Papersign dashboard.

• To send a copy from the draft — Click the three-dot menu and select “Send a copy”.
• To send a copy from the Dashboard— Access the “Send a copy” button from the three-dot menu to the right of the Template doc.

This will open a pop-up modal where you can update the contract with all the relevant details in one place.

All the work that went into setting up connected attributes and answer piping pays off here. The sending modal makes it easy to update your Signer attributes and Variables without going through line-by-line.

You will be prompted to go through the following steps:

1. Add signers — Fill in or modify relevant signer information here. This will automatically populate text fields with connected attributes or piped answers.
2. Add variables — Fill in or modify your variables. This will automatically populate anywhere you’ve answer piped your variables.
3. Add send details — Review or modify your invite message, sender information, expiration date, and reminders.
4. Choose destination folder — The sent document will be saved here. This may be helpful for example, if your team shares a template but keeps the contracts they send in their own spaces.
5. Confirm — Title the new document and check your details one last time before sending! You can preview your document to see how it will appear to your signers.
6. Finished!

If everything is set up correctly, the answer piping and connected attributes should automatically pull in the new values!

If this is your first time reusing a particular document, it's a good idea to preview the document carefully read through the updated version before sending it out, just to make sure that everything was set up to be piped and pre-filled correctly.

You can store templates in any folder or space on your Dashboard, allowing you to organize them as you see fit.

Additionally, you can quickly browse all your templates in the dedicated Templates Space.

Yes, you can always make a copy of any document, template or not, and update the document directly from the Signers and Variables menu.