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Create a Digital Document Template

Learn How to Set Up Your Digital Documents in FunJoin

Alexander Richards avatar
Written by Alexander Richards
Updated this week

Overview

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. Learn More

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." Learn More

🔔 Reminder

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


Step By Step Instructions

Create Digital Document Template

Steps:

  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

🔔 Reminder

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.

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