Bundle Templates allow you to create a standard look for your FuseSign bundles where any user can easily apply them, and they can be updated quickly.
Creating Bundle Templates
To access the bundle templates feature, open FuseSign, select "Settings" on the left hand toolbar and click "Bundle Message Templates" under the "Templates & Tags" section.
Click 'Create Bundle Template', once you have selected there will be three specific fields for you to fill in:
Template Name: this identifies the template for your users
Default Subject: This subject will be used in the bundle when you apply the template on the draft screen
Default Body: This body text will be used in the bundle when you apply the template on the draft screen
Default Tags: Adding default tags to your templates means that when you use that template, the tags will automatically be applied for you. For more information see this article: Bundle Tags
Once you have finished creating your first bundle template, you can create more by selecting the + button at the top right (screenshot below).
To edit any of your previously created templates, use the drop down box next to "Select template", and navigate to your chosen template. Make any adjustments required and click "Save" at the bottom.
There's no limit on template numbers, so create as many as you need.
Using Bundle Templates
Now that you have created some custom bundle templates you are ready to start using them.
When starting a new bundle you will now have the ability to 'Apply bundle template'
Once you have applied the bundle template you will be prompted with a window asking if you would like to apply the template
Now that the bundle template has been applied you will see that the subject and body have prefilled for you. To remove the template, click the green "x" icon next to the selection dropbox.
For example templates, please see this article: https://fuseworks.happyfox.com/kb/article/142-example-fusesign-templates/
If you have any questions or require any assistance in setting up your bundle templates, please contact our support team on [email protected]