Every manager knows the problem: dozens of repetitive documents that need to be sent for signature – contracts, annexes, minutes, consents, regulations… Some are sent regularly, others quarterly or even once a year.
The result? Chaos in document workflows, mistakes in selecting signers, incorrect labels, sometimes missing attachments, and everything takes far too long because each document has to be prepared from scratch.
Add to that multiple departments and teams working independently, each with their own procedures, files, and approaches, making it difficult to maintain consistency and control.
Enter Autenti’s new feature – process templates
This is the perfect tool for managers and teams who want to:
- Organize their daily work,
- Streamline document workflows,
- Reduce human errors,
- Ensure that every process follows an established standard.
How does it work?
Simply define the process once – who signs, which documents are sent, what messages and labels are added – and save it as a template.
From then on, any employee can use it without worrying about “what, to whom, and how to send.”
- Enforce process structure – define who signs the document and in which order.
- Predefine signers – e.g., members of the management board.
- Use placeholder signers – e.g., in HR processes, a place for “candidate” or “employee” that is filled in when sending.
- Speed up workflows – eliminate mistakes and unnecessary corrections.
Once configured, the process works the same way every time.
Benefits for your team
With process templates:
- Employees don’t have to remember all the details,
- You avoid mistakes in simple workflows,
- Document preparation time is reduced,
- Your document processes become consistent, fast, and secure.
Who benefits most?
Process templates are designed for organizations that work in teams and have repetitive or complex processes.
Examples of use cases:
HR
- Onboarding new employees,
- Contract annexes,
- Payroll slips,
- HR processes across corporate groups.
Finance
- Recurring month-end documents,
- Standardized signer roles.
Sales & B2B
- Standardized contract signing processes with partners,
- Predefined attachments, labels, and viewers (e.g., Sales Director).
B2C
- Insurance policy sales,
- Leasing contracts,
- Powers of attorney, regulations, T&Cs – client as placeholder signer.
Developers
- Reservation agreements,
- Handover protocols,
- Rental agreements.
Management Teams
- Internal corporate processes,
- Approvals, declarations, requests, reports.
With templates, managers no longer need to worry about someone missing a step. A process defined once runs automatically – even for documents sent only a few times a year.
Check out process templates in Autenti and accelerate document workflows in your company.
