A template is a reusable document that includes:
Predefined signers and signing order
Custom fields for data entry
Signature blocks
Optional approval roles
Once created, templates can be launched repeatedly as workflows.
Step 1: Create a New Template
Click Templates in the left-hand navigation.
Select New Template.
Choose one of the following:
Publish Template → Make it available to your team
Keep Unpublished → Continue editing before sharing
Step 2: Set Up Signers and Signing Order
Go to the Signing tab.
Click Signers.
Add signers in the correct order.
Example Signing Order:
Requester / Template Launcher (fills out fields)
Counterparty / External Signer
Internal Signatory (final signer)
💡 In Aline, fields are tied to signers, so the person responsible for filling out fields must be listed as a signer.
Add Placeholder Roles
If signer roles vary by deal:
Use placeholder roles (e.g., “Internal Signatory”)
Assign actual users when launching the workflow
Add Carbon Copy (CC) Recipients
You can also add users to receive a copy of the final document:
Internal team members
Counterparties (included by default)
Step 3: Add Your Document
Go to the Documents tab.
Click Add Document.
Choose:
Upload a file, or
Select from your repository
Drag and drop your template file, then click Upload.
Step 4: Add and Customize Fields
Once your document is uploaded:
Open the document editor.
Remove any placeholder lines if needed.
Click the plus (+) button to add fields.
Select the correct signer for each field.
Drag and drop fields into the document.
🧩Field Examples
You can add:
Text fields (e.g., Company Name, Address)
Signature blocks
Dropdowns or advanced fields (optional)
💡 All text fields are fully customizable — you define the label and purpose.
Step 5: Duplicate Fields for Efficiency
If the same information appears multiple times (e.g., company name):
Duplicate the field
Link it across sections (e.g., body + signature block)
This ensures users only need to fill it out once.
Step 6: Add Signature Blocks
Select the appropriate signer (internal or external).
Drag and drop a signature block into the document.
Add supporting fields like:
Printed Name
Title
Date
Repeat for each signer.
Step 7: Launch the Template
Once your template is ready:
Go back to Templates.
Find your template.
Click Launch Workflow.
From there, you can:
Send for signature
Collaborate with counterparties
Manage approvals and redlining
Summary
Creating templates in Aline allows you to:
Standardize agreements across your team
Predefine signers and workflows
Automate document preparation with reusable fields
Send documents for collaboration, negotiation, and signature
Once built, templates save time and ensure consistency across every agreement you send.