Create a One Touch™ (Standalone) Template

Navigation

• Introduction
• One Touch™
• New template
• Template details
• Add fields
• Published Templates
• How to video

Introduction

Hutly One Touch™ now allows you to create templates to quickly and easily send and sign your digital documents.

One Touch™

Access One Touch™ templates by clicking One Touch™ from the VicForms header

New template

Click + New template or Add a new template to create your first One Touch™ template

Template details

Complete the required fields for your template including;

• Uploading documents to tag and sign
• Adding signees, roles, and details if required
• Template details and default envelope details

Click prepare documents to proceed and add fields to your documents

Add fields

Drag and drop fields to your One Touch™ template as seen in the envelope preparation process.

• Prepare an envelope for signing using Hutly One Touch™

Click Publish Template to save and allow the template to be used to create One Touch™ envelopes

 

Published Templates

You can now see the template in your list of published templates and can create a new envelope from the actions menu of the template.

• Prepare a One Touch envelope from a template