Pre-Assign Roles to Create Documents Faster

When creating a template, you probably already know the importance of roles and why your template needs them:

1. A place holder for future recipients
2. Ability to assign fields to those future recipients

But, did you know you can pre-assign roles? 

Why might you do this? The document might always need to go to a particular person or department. 

Below, is an example of a Role for Accounting that we are pre-assigning to our accounting contact:

Besides pre-assigning other departments, you can pre-assign a typical role that might always go to whoever is creating or sending the document. In the example below, we have a Role for Sender - you can pre-assign this role to the Document Sender. So if I am the one clicking 'Create' then I will automatically be assigned to the Sender Role.

Here it is in action:

Notice, now the document creator only needs to add in the Client contact to the document. 

Your Turn

How are you using the pre-assign contact to roles feature?