# Fixed Form Template

### Fixed Form Templates

Fixed Form Templates allow users to initiate documents using a **predefined signing structure** created by administrators.\
While the workflow, participant roles, and field positions are fixed, the **actual document is uploaded by the initiator during initiation**.

These templates are ideal when the signing format is standardized, but the document content varies for each initiation.

> **Note:** Visibility of Fixed Form Templates depends on access granted by the administrator. If a required template is not visible, contact your administrator to request access.

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### Accessing a Fixed Form Template

From the Dashboard, navigate to the **Templates** panel on the left.\
Select the required **Fixed Form Template** from the available categories.

Clicking the template opens the initiation flow, where the document upload, participant configuration, and workflow setup are completed.

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### Uploading the Document

Unlike Flexi Form Templates, **the document file is uploaded during Fixed Form initiation**.

The initiator uploads the document that will be sent for signing.\
Once uploaded, the document is rendered in the viewer with **predefined signature and form fields already mapped** based on the template configuration.

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### Adding Participants

Participants define who will receive, review, and sign the document.

#### Add Participants from Existing Contacts

Select participants from the existing contact list by searching with the first few characters of their name.

#### Add New Participants

Enter participant details manually (Name, Email, Mobile, etc.).\
Newly added participants become available for future initiations.

Participants are assigned to **predefined roles** configured in the Fixed Form template.

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### Email Delivery Options

For each participant, you can choose how notifications are sent:

* Primary Email
* Secondary Email
* Both Primary and Secondary Emails

This allows flexibility in aligning with organizational communication preferences.

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### Optional Configuration Settings

Before sending the document, additional configuration options may be available:

#### Document & Workflow Settings

* **Envelope Name** – Assign a custom name to identify the document.
* **Reference Number** – Add a business or system reference (optional).
* **Workflow Settings** – Configure workflow-related options as permitted by the template.
* **Language Selection** – Choose the language for participant notifications and signing UI.

#### Visual & Compliance Enhancements

* **Watermark** – Apply a watermark if enabled.
* **Stamp Configuration** – Configure eStamp or physical stamp options where applicable.
* **Merge Additional Documents** – Attach supporting documents along with the main document.

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### Sending the Document

Once the document upload, participant selection, and optional settings are completed:

* Review the document and participant details.
* Click **Send** to initiate the signing workflow.

The document is sent to participants based on the predefined signing order and notification preferences.

After initiation, the document appears in the relevant **Dashboard** and **DocStore** sections based on workflow progress.