Create documents using Templates

Already have a template? Then generating a document is just filling in the values. Don’t have one yet? See Create templates.

Company account: the Modelos (templates) item appears in the side menu of company accounts; the individual account does not show it. See Using Assin as an individual.

Generate a document

1. In the side menu, click Modelos and choose the desired model in the My Templates list. The Template details screen opens, with the model data (total keys, status and how many documents were already generated) and the Generated documents list created from it, with search and “Sort by”.

2. At the top of the screen are the Generate document, View template, Deactivate template (or Activate template) and Delete template buttons. Click “Generate document”.

3. In the Generate document window, fill in the Document name (at least 4 characters) and, in the Value column, the content of each key: all values are required. The table shows the key (for example, {{client}}), the description and the character limit.

4. Click “Generate document” and wait a few seconds, without closing the window. The PDF opens on screen for you to check and starts to appear in the template’s Generated documents and in Documents. If the server takes long to respond, check Documents before generating again, to avoid duplicates.

5. To send it for signature, go to Documents, select the document and use the option to create an envelope. See Envelope creation.

Generate several at once (batch)

To generate one document per person, use a batch with a template: in the batch Documents, choose Use template. The Select template window has search and cards showing the description, the fields to fill in and the creation date, with the “Add to batch” button.

See the step by step in Batch signing.

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