Create Custom Templates

Save Time By Creating Custom Templates

INTRODUCTION

We recommend that you always create custom templates, which enable you to store signature/annotation locations and the document type in a reusable format. All templates are created at the organization level and can be shared across your entire company.

The template name will only be seen by users belonging to your organization.

See below for Steps, Tips, Terms, and Related Articles

BENEFITS

  • Saves time for yourself and co-workers

  • ​Signature/annotation placement specific to your documents

  • Customized template name

  • Ensures accuracy

STEPS

  1. Once you login you will see the  SEND  and  TRACK  buttons at the top of the page

  2. On the  SEND  page, click on the “Template” drop down menu and select “-- Create Custom Template --”

  3. After selecting this you will be redirected to the create template page

  4. On the template page there will be 3 fields that need to be filled out:

    • Template Type - Select the template type you would like to create

    • Upload Sample Form - Upload a sample PDF document (with real or fake patient information) that accurately represents your documents layout

      1. TIP: When working with multi-page documents, upload a sample PDF that has the most number of pages. For example, if you commonly send a 3-page version of this document but occasionally send a 5-page version, use the 5-page version to create your template. SutureSign will automatically remove the excess pages from the 5-page template when sending a document with fewer pages.

      2. Click “Choose File”, which will display the files on your computer. Navigate to the sample form you want to use for your template, select it, and click “Open.”

    • Template Name - Enter a unique name for the template you are creating, which is how the template will be displayed throughout your organization. We recommend that the name be less than 25 characters.

      1. TIP: We do not recommend naming templates based on the number of pages. Rather, the sample form uploaded should have the most number of pages for that document type.

  5. Click  Next .

  6. From the template creation tool, locate then drag and drop the annotation controls that you would like to add to the template in their proper location. SutureSign currently supports the following annotation controls:

    • Signature

    • Datetime Signed

    • Text Area

    • Checkbox

  7. After placing the desired annotation controls on ALL required pages click  Save. at the top right of the screen

  8. Your new template will be reusable and listed in the “Template” drop down on the .SEND  page.

     

TIPS

  • When working with multi-page documents, upload a sample PDF that has the most number of pages. For example, if you commonly send a 3-page version of this document but occasionally send a 5-page version, use the 5-page version to create your template. SutureSign will automatically remove the excess pages from the 5-page template when sending a document with fewer pages.

  • We do not recommend naming templates based on the number of pages. Rather, the sample form used when creating your template should have the most number of pages for that document type.

     

TERMS USED IN THIS ARTICLE

Annotations: Text-Boxes and Check-boxes that can be added to a document by the sender or signer allowing the document to be filled out along with a signature and date

Template: Tells SutureSign and the Physician’s team what type of document is being sent. Places Signature/Date/Check/Text boxes on document’s pages

 

View Glossary of All Terms

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