Availability: Essentials, Business, and Enterprise plans
Roles are placeholders that will help you pre-assign fields to future recipients.
When you create a document from your template, simply designate which recipient belongs to which role, and their fields will automatically be assigned to them.
Additionally, you can easily populate information about your recipient into the document using Role variables.
- On the top right of your screen, select +Add roles(select Manage to add a new one if you already have a role in your template);
- Then, type the name of the Role (i.e. Client, Sales Rep, etc.) in the field and click on Add.
Note:Role names are internal and visible only to you and your team members.
In case you'd like a specific recipient to be always added to the created document (for example, you want one of your colleagues always added in CC), you can pre-assign a recipient to a role in a template:
- Select Manage and click on the needed role;
- Choose a recipient from the dropdown or add a new one under 'Pre-assign a person'.
Now, each time the document will be created from the template, this recipient will be assigned to this role.
Finally, make sure that all fields in your template are assigned to your role(s) and that's it! When you create a document out of the template, you will assign actual recipients to the roles which will automatically assign fields to the recipients.