Within your brokerage or association template documents you may notice that these documents have many locked fields. These fields are typically set up to not allow further modification. As an admin you have a few options for allowing your agents to add additional fields to these locked templates.
Aside from the fields already on each document, you can allow agents to add strike throughs, initials, and signatures on these locked templates. Any new document that is set up via the docspot folder will have these options enabled by default, but any existing documents, or documents you have set up, you will need to enable these options.
The easiest way to confirm you are in your admin profile is to look in the top left for “Teams” or “Business+”.
Click on Templates in the top right.
Select the folder and navigate to the template, then click the document title to open it.
Click Template Options in the dropdown menu.
In the template options window we will see a few options:
- MAKE FORM FILLABLE BY ANYONE WITH SIGN PERMISSIONS
- ALLOW STRIKE THROUGH
- PREVENT USERS FROM CREATING THEIR OWN VERSIONS OF THIS TEMPLATE
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- ALLOW USERS TO ADD SIGNATURES/INITIALS
ALLOW STRIKE THROUGH
Allow users to add strike throughs to the document in a loop. This will be enabled by default when our Account Operations team makes your PDFs interactive.
PREVENT USERS FROM CREATING THEIR OWN VERSIONS OF THIS TEMPLATE
This ensures that your agents cannot modify or make changes to these templates. Agents will not be able to add extra fields to the template. This option will be checked by default for any document set up via the docspot folder.
Note: once this option is checked it cannot be unchecked!
ALLOW USERS TO ADD SIGNATURES/INITIALS
This will allow anyone with access to these locked templates to add additional signatures and/or initials to these documents. This is useful for those who have more people signing than the form is set up for, as well as initialing off on changes and strike throughs for those areas that require it. This will be enabled by default when our Account Operations team makes your PDFs interactive.
Note: this option only unlocks when PREVENT USERS FROM CREATING THEIR OWN VERSIONS OF THIS TEMPLATE is checked.
Pro tips
- Any form that already exists in your templates will need to have this option enabled manually in order to utilize these features.
- You can only toggle these options for documents that are subject to your brokerage account, association documents will have these options enabled or disabled by their discretion.