Adding Additional Signature Lines to a Document Template

Any document template can be edited to add additional signature lines.

  1. In the OneOffice Menu, select the document template.

  2. After opening the document template, click on ‘Edit’ in the upper right corner of the Add-In.

  3. Select ‘Approvers’ from the list of sections, then enter the number of the approver in the ‘Field Lookup’ field.

    1. This will be the order in which the approver will sign.

  4. Click on ‘Approver’, then using the field drop-down, select the various features like the first name and last name. Click on the '+' next to the selected field to add it to the document.

    1. Note: Add a number in the ‘Field Lookup’ section before clicking on the “+”. For your first signature you will want to set it to 1.

  5. For more details like phone number, address, and organization, select the ‘OneOffice Profile’ from the field sections to find more fields.

  6. Note, for each additional approver, step 3 would need to be repeated to select a different number.

  7. After changes have been made, click on ‘Upload Template’. If this is adding additional signatures to a default template or a new template is being created be sure to rename the template to keep the prior version as well.