- #Template top secret folder pdf
- #Template top secret folder update
- #Template top secret folder download
Toggle Required off to make the field optional (grey indicates the field has been toggled off, blue is on).By default, these fields will be set to Required.We've introduced optional Text and Checkbox fields for document signing.
#Template top secret folder update
To read the full update head to: Saving and using message templates for signing requests. To read the template first, click the > icon to the right to expand it. From there, click Use Template to populate the template to your message fields.The saved templates will expand out underneath. To view all saved template and use one in your signing request, click Select saved template.Please note that templates are visible for all staff. To create your first template, overtype the existing Subject and Message text.We’re excited to announce that message templates for document signing requests are now live in SuiteFiles!Īs you step through the signing process, you’ll see that on Step 3: Message, you can now save and select message templates. We've also rolled out a fix for an issue with task completed emails failing to send out.Simply press Finish on Step 2: Prepare Document to complete the self-signing process. New! If you're the only one signing a document, you'll no longer see Step 3: Message during the signing process.All subsequent signers will see the previous signees’ signatures when viewing the document.Once they have signed the document, and second signee will receive their email and so on At the recipients’ end, the first signee will receive an email requesting their signature.When viewing a file that has used sequential signing in the Document Signing Dashboard (under More > Document signing) hover over the In Progress status bar to see per signee if the document has been sent, is awaiting a preceding signee or has been signed.Continue with the signing process and send the document.For example, typing 1 next to Mitzy’s name in the below example switches her from position 2 to position 1, and reorders the other signee to position 2 You can also change the number in the coloured circle to reset the order.Use the icon to move the signee up or down to change the signing order.Once you’ve added a second signee on Step 1: Add signees, you can toggle Set Signing Order on.You can now set the signing order for document signing requests! If you have any questions on the integration that aren't covered in the above, please reach out to us via 15 March We've also got a list of Karbon merge fields that can be used in file and email templates. A Karbon icon will appear in the Integrations column in the Clients folderįor step by step instructions on connecting and using the Karbon integration see: Setting up the Karbon integration. See if a SuiteFiles Client folder has found its Karbon match.Look up Karbon contacts in SuiteFiles to request their signature.Look up Karbon contacts in SuiteFiles and invite them to the SuiteFiles Connect portal.Populate your client documents and emails in SuiteFiles with organization data from Karbon.With SuiteFiles and Karbon integrated, you can: The Karbon and SuiteFiles integration will bring your Karbon contact and organization data into SuiteFiles. The SuiteFiles x Karbon integration is here! The new version of the file will now be at the top of the Version History table, and will be the one you see when opening the file in SuiteFiles. Please note this will create a new version of the file. Click Restore to restore a particular version of the file.Please note this downloads a copy of the file to your local computer.
#Template top secret folder download
#Template top secret folder pdf
Release Notes Read on for a list of recent updates to our SuiteFiles apps.
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