Does SignAndGo come with New Zealand document templates?

No. Templates are built from your own documents. That way the wording is the version your business and your adviser are happy with.

Can one template hold more than one document?

Yes. Add every document that belongs in the pack, and the signer works through them in one envelope.

What happens to envelopes already sent when I edit a template?

Nothing. Edits apply to envelopes you send afterwards; earlier ones keep their original documents.

Can I stop a colleague changing a template?

Admins set roles in the workspace, so you can let people use templates without giving them every permission.

Guides · Using SignAndGo

Building templates from the documents you already use.

Most businesses send the same handful of documents over and over: a client form, a supplier pack, a contractor agreement. A template lets you do the setup once. You bring your own wording; SignAndGo remembers where every field goes and who fills it in.

Start with a document you send often

Pick the document that eats the most setup time each week. Upload the PDF or Word version you already use, exactly as your adviser or your team wrote it. SignAndGo does not supply wording, so the template is only ever as good as the file you start from, and it stays entirely yours.

If the document always travels with others, such as a terms sheet plus a direct credit form, add them all. A template can hold several documents, kept in the order you choose.

Roles instead of names

Rather than placing fields for a particular person, you place them for a role, like Client, Director or Witnessing Manager. When you later use the template, you simply say who is playing each role this time, and their fields follow them.

Give roles names your team will understand at a glance. "Second director" is clearer than "Signer 2" when a busy colleague is sending at the end of the day.

Signature and initials for each role that signs.
Name and date fields so details are captured the same way every time.
Text fields for anything you need back, such as an IRD number or NZBN.
Tick boxes and Yes or No choices for options the signer selects.
Upload fields when you need a copy of a licence, certificate or ID.

Set the routing once

A template can carry its signing order too. If your client always signs before your director countersigns, set that up in the template and nobody has to remember it. Add an approver role for anyone who checks the paperwork before it goes out, or after everyone has signed.

Shared or private

A template you save is available to everyone in your workspace, which keeps the whole team on the current version. Mark one private when it is a draft, or a document only you send. Workspace admins decide who can do what, so a junior staff member can use a template without changing it.

Keeping templates current

When your wording changes, update the template rather than sending a corrected file by hand. Before you replace a long agreement, the version compare feature can show you, in plain language, what changed between the old and new drafts, which is a useful check that nothing slipped in unnoticed.

Old envelopes are untouched. Anything already sent keeps the document and audit trail it went out with.

Common questions

Does SignAndGo come with New Zealand document templates?: No. Templates are built from your own documents. That way the wording is the version your business and your adviser are happy with.
Can one template hold more than one document?: Yes. Add every document that belongs in the pack, and the signer works through them in one envelope.
What happens to envelopes already sent when I edit a template?: Nothing. Edits apply to envelopes you send afterwards; earlier ones keep their original documents.
Can I stop a colleague changing a template?: Admins set roles in the workspace, so you can let people use templates without giving them every permission.