FunJoin

FunJoin's Digital Documents Feature allows you to create customized Document Templates. These Templates control how your Digital Documents operate, and each Digital Document can have its own settings. 

🔎 Getting to Know: Custom Document Template Settings

Template Name: Name given to the Documents created from this Template. The Document's name will be visible to your Users and Customers.

​Document Expires: Determines if and when the Signed Document will Expire. You can have the Document Expire on a Set Date or Set Number of Days after Signing. <a href="https://intercom.help/funjoin/en/articles/10008778-understanding-document-expiration" rel="nofollow noopener noreferrer" target="_blank">Learn More</a>

Hide Document on Employee Mobile App: If enabled, the Document will not appear in the EMA. The Document will still be accessible via the Admin Panel.

Internal Review Required: Enables Document Review. Documents that "Require Reivew" can be approved or sent back for resubmisison once submitted by the Customer/Participant. Document must be Reviewd and Approved before being accepted as "Signed." <a href="https://intercom.help/funjoin/en/articles/10012086-understanding-document-review" rel="nofollow noopener noreferrer" target="_blank">Learn More</a>

🔔 Reminder ​ All Digital Documents must include at least one Signature Field. Only one Signer is allowed per Digital Document.

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Click "Documents" Tab in Side Navigation 

1. Click to select "Digital Document Template"


1. Click “Proceed” Button to open Edit Digital Document Template Page

Insert Name into Template Name Text Field

(If Needed) Turn on Document Expiration

1. Select "Set Date" or "After a Set Number or Days" from Document Expires Dropdown
2. Insert Date or Number of Days

(If Needed) Turn on Hide Document on Employee Mobile App

1. Click Hide on Employee Mobile App Checkbox

(If Needed) Turn on Document Review

1. Click "Internal Review Required" Check Box

In Edit Document in SignNow Modal Window:

1. Add Required and Optional Fields in SignNow
   

2. Click “Done” Button

(If Needed) Use FunJoin Field Dropdowns to Map SignNow Fields

1. Select Mapped Field from FunJoin Field Dropdown

1. Click "Settings" in Top Navigation
2. Click "Documents" Tab in Side Navigation 
3. Click the “+ Template” Button

4. In Select Template Type Modal Window:
 1. Click to select "Digital Document Template"

5. Select File from the Computer
6. Click Open
7. In Digital Template Modal Window:
 1. Click “Proceed” Button to open Edit Digital Document Template Page
8. Insert Name into Template Name Text Field
9. (If Needed) Turn on Document Expiration 
 1. Select "Set Date" or "After a Set Number or Days" from Document Expires Dropdown
 2. Insert Date or Number of Days
10. (If Needed) Turn on Hide Document on Employee Mobile App
 1. Click Hide on Employee Mobile App Checkbox
11. (If Needed) Turn on Document Review
 1. Click "Internal Review Required" Check Box
12. Click “Open in Editor” Button
13. In Edit Document in SignNow Modal Window:
 1. Add Required and Optional Fields in SignNow
 
 
 2. Click “Done” Button
14. (If Needed) Use FunJoin Field Dropdowns to Map SignNow Fields
 1. Select Mapped Field from FunJoin Field Dropdown

15. Click “Save" Button

In the SignNow Editor, pay close attention to Required and Not Required Fields. If the Field is Required, it will need to completed by the Signer. Optional Fields should not be Required.

Overview

Step By Step Instructions

Create Digital Document Template