What are template Roles and how can I use them when uploading a document?

Focus:  The focus of this self-help article is to provide steps and information about PandaDoc template “roles” and how to use them.

What are template Roles?:  Roles are added to templates to help predefine the fields when you use a template for a document. So, if you set up a role called “Signer” for each field, all that you have to do is assign a recipient to that role when you turn this template into a document. The system will know that this recipient will have to go through all of those fields. Roles can be assigned to any field except for the “Text” field.

Please note: If you are adding more than two roles, you can setup the “Sign In” order. Click here for more info.

Step 1:  Adding roles. Roles can be added to a template by accessing the template and clicking on “Roles” on the right.

Step 2: Adding fields and selecting the role.  Add a field to the document, you will notice on the upper right, you have to select a recipient, select the role that you have created.

Step 3: Using the template and selecting a recipient to the role. Once are ready to use the template for a document to send, click on “Create Doc”.

Next, add a recipient to the role. When you have done this, all fields that you have setup for this role, your recipient will have to view and/or fill out those fields.

Now, you are ready to send the document!

Auto Assign recipients to Template Roles You can also assign the specific Role to a person as well. Click on “Roles” on the right and select the Role. Here you will see an option to assign the Role to a specific person or to the Sender of the document.  When you create a new document from this template, the person will automatically be assigned to that Role.

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