How can I save a signature template?

Create and manage signature templates

The Secure Exchanges portal allows you to save signature templates to speed up the sending of documents for signature. You can create your own templates or share them with your entire organization.

1. Accessing model management

  1. Log in to your account via the online portal.
  2. Click on "Options" in the upper right corner.
  3. Select "Signature template management".
You will be directed to the interface dedicated to creating and managing models.

2. Import your document

To create a template:
  1. Upload the PDF document for which you want to create a template. The document will then appear in the template editor.

3. Create the signatory groups

Before drawing the signature areas, you must:
  1. Create the signature groups (e.g., Signatory 1, Signatory 2, Client, Representative, etc.) *use the provided icon to add or rename these groups.
Info
Each group represents a person or role that must sign.

4. Draw the signature areas

For each group:
  1. Select the active group.

  2. Draw the signature areas by holding down the left click and dragging your mouse.
    1. Add as needed :
      1. Text fields
      2. Date fields
      3. Checkboxes
      4. Other elements required by your document
    2. You can :
      1. resize the areas,
      2. move the elements,
      3. Change the group assigned to a field via the corresponding icon.

5. Advanced Model Options

You can configure several options according to your needs:

  1. Sign and send *This option automatically adds your signature to the document when the template is used. The document is therefore already signed by you before being sent to the recipient.

  2. Use digital certificates (PKI) * By enabling this option: your signed documents benefit from a higher level of security and legal recognition thanks to the integration of Adobe AATL certificates.

  3. Do not add Secure Exchange certificates to the document . *You can choose not to include Secure Exchange signing certificates after the document is signed. This only applies if you are not using digital certificates (PKI).
  1. Lock the document after signing *Prevents any modification of the PDF after signing.

6. Share the template with your organization

To make a template accessible to all users of your account:

  1. Check "Share the template",
  2. then click on "Save"
The template will become available in the email inbox of all licensed users.

7. Save and name the template

Once the configuration is complete:
  1. Click on "Save"
  2. Give your template a clear and explicit name (e.g., "HR Contract - Employee", "Customer Consent", etc.)
Your model will now be available in:
  1. the online portal,
  2. the Outlook add-in;
  3. the Outlook New/Web add-in;
  4. and in the Gmail add-in.



    • Related Articles

    • View my journal on the online portal

      The Secure Exchanges online portal logs allow you to view all activity related to your messages: sending, opening, downloading, signing, IP addresses, and more. You can also delete a message before it expires and export your logs for your archives or ...

    • Send a secure envelope from the online portal

      The secure envelope allows you to receive information or documents in a protected manner, without your recipient needing a Secure Exchanges account. Here's how to generate an envelope from the online portal. 1. Log in to the Secure Exchanges online ...

    • Enable two-factor authentication (2FA) when logging into the online portal

      Two-factor authentication (2FA) adds an extra layer of security to your Secure Exchanges account. By enabling this option, you will need to confirm your identity using a code received via SMS when logging into the online portal. Here's how to ...

    • Manage roles and permissions

      In Secure Exchanges, role and permission management allows you to precisely control the access granted to your users based on their responsibilities. This feature helps you strengthen security, limit errors, and effectively structure the ...

    • Managing sensitive terms and automatic templates

      Secure Exchanges' sensitive text manager automatically identifies sensitive information in email content before it's sent. By defining a custom dictionary of sensitive words or phrases (in plain text or using regular expression patterns), you're ...