Learn how to upload document templates in Secure Sign and apply additional merge fields for customised electronic signing.
This article covers:
About additional merge fields
Additional merge fields let you personalise Secure Sign documents by inserting dynamic data such as names, dates, and other details. These fields make templates reusable and reduce manual input.
Upload a document template
Before adding merge fields, upload your document template:
- Log in to Secure Sign
- In the left-hand menu, click Document Templates
- Click Upload Document Template
- Drag and drop your document or click to browse and select a file
- Add a folder name if needed
- Click Upload
Your template will appear in the list of document templates
Apply additional merge fields
Once your template is uploaded, add merge fields:
- Click the uploaded document to open it
- Locate the Shared Field option
- Drag and drop it onto the document where you want the merge field
- In the search bar, enter the name of the merge field
- Select the field type
- Click Create
The merge field is now available for use in this and future documents.
What's next?
Learn how to create and manage cloud letter templates in MRI Vault for email and print communication.