Bundle Templates provide a way to set the default subject, body, and tags that will be applied to the bundle when the template is selected.


Creating Bundle Templates

The bundle templates that are available for your users to allocate to a bundle are controlled through the Administrative Settings.

There is no limit to the number of templates that you can create.

Step 1: Access the Administrative Settings by selecting Settings on the side navigation bar accessible from any screen in FuseSign.

Step 2: Select Bundle Message Templates in the Templates & Tags group of settings.

Step 3a: To create a new bundle template > click the plus icon > enter a template name to distinguish the template from others > enter the default subject, body, and tags that will be applied to the bundle when the template is selected.

Step 3b: To edit an existing bundle template > select the template > click the pencil icon > make your change/s > and click Save.

Step 3c: To delete an existing bundle template > select the template > click the pencil icon > click Delete.


Applying Bundle Templates

Bundle templates can be applied to your bundle while it is in the New or Draft stage, before it is sent for signing.

Step 1: In your draft bundle > go to the Details Panel > click the ‘Apply Bundle Template’ button > select the template from the selection list.

Step 2: The default values from your Bundle Template will be applied to the bundle subject, body, and tags. These can then be edited if required, specific to the bundle.

Step 3: If you select the wrong template and want to remove the values, click the X button next to the ‘Apply Bundle Template’ button.


Example Bundle Templates

Template Name:

Annual Documents

Default Subject:

Annual Documents for Signing - YYYY - GROUP NAME

Default Body:

Please find attached the YYYY annual documents for your review and digital signature where indicated.

Please feel free to contact us if you have any questions about the process or included documents.

Kind regards, Client Manager

Default Tags:

#Annual

Template Name:

Business Activity Statement

Default Subject:

Business Activity Statement - PERIOD - CLIENT NAME

Default Body:

Please find attached the YYYY Business Activity Statement for your review and digital signature where indicated.

Please feel free to contact us if you have any questions about the process or included documents.

Kind regards, Client Manager

Default Tags:

#BAS

Template Name:

Trust Distribution

Default Subject:

Trust Distribution - YYYY - GROUP NAME

Default Body:

Please find attached the YYYY distribution resolution for your review and digital signature where indicated.

Please feel free to contact us if you have any questions about the process or included documents.

Kind regards, Client Manager

Default Tags:

#TrustDistribution

Template Name:

Adhoc Document for Signing

Default Subject:

Document for Approval and Signing

Default Body:

Please find attached document for your review and digital signature where indicated.

Please feel free to contact us if you have any questions about the process or included documents.

Kind regards, Client Manager

Default Tags:

#Adhoc


If you have any questions, please contact our office at support@fuse.work.