Smart Templates is a powerful tool that lets you create dynamic documents in HTML. With it you can build agreements and forms that are fillable and editable straight in the Web Office – both for the signing party, your agents or your integration.
Either you can build your templates in an external editor, use the built in editor in Assently or let us help you build the templates. Contact us for more technical documentation!
1. Using the built in editor
Upload an empty .html-file (create one yourself or use the one attached to this article).
Choose Edit under the cog menu.
Write or paste your agreement, add fillable fields and build the logic using the tools in the menu. If you view the source code you can see that your content is wrapped around <form></form> tags.
2. Using an external editor
Create a .html-file and upload it to your template. Follow the HTML5 standard, and wrap your content with <form></form> tags. Assently supports a few custom data attributes. You can get the list by contacting us.
A good start is the sample file Exempel.html (attached below this article):
3. Let Assently build the templates for you
Contact us if you'd like us to build the templates for you. We can either base it on your current documents and templates or start form scratch according to your wishes. If you do not have this feature, please contact us to expand your account.
File names and Document ID
Give your files descriptive and meaningful names, because the names will be shown on the receipt of signed documents. Common file names are: Agreement.html, NDA.html, Standard terms.html.
You'll find the document ID for each document under the cog menu, along with the option to include a document only when required (called for) by another document in the same template.
Note that this feature is only available for certain account plans. Do you miss it? Contact your salesperson for price suggestions.