Syngency's new document management and e-signature platform Syngency Sign, is a smart new way to send documents and contracts to your talent and clients, and request a legal digital signature.
Once you have created a template in Syngency Sign, you need to load it into your Agency account, and then map the signers and fields that are to be populated by Agency. This article will guide you through those steps.
Start by signing in to your Sign account at sign.syngency.com.
Create a new template in Sign
Select Templates from the top menu, and then click the blue New Template button:
From the New Template modal, enter the name of the template, the signer role(s), and upload a PDF of your template. Then click Create.
Add the template fields
From the sidebar, click on a field type to add a field for the selected signer to the current page:
Signature Fields are required fields that must be completed by the signer to submit the document.
Form Fields are fields that can be completed by signer but can be optional.
Custom Fields are placeholders that will be replaced by your data sent from Syngency (from a booking, talent profile, etc).
Arrange your fields on the page in the position and size to match the template.
Clicking on a field will make it active, and you can drag/drop or resize it as needed:
Complete this process for all signers who will need to complete the document.
If you have multiple signer roles, you can switch between them from the Signers dropdown. This will change the corresponding fields displayed on the template, to those that are for that signer only.
Please note: Custom Fields are independent of any signer roles, and will be displayed for all who are receiving the document.
When you have finished building your template, click the Save & Close button above the sidebar.
You're now ready to configure your Sign template in Syngency.