Signature request templates
Master Data → Signature Request Templates.
Signature requests do not each get their own template the way forms do. There is one template for the whole company, and it decides two things: how signature documents are numbered, and which additional fields a person filling one in is asked for.
Two tabs.
Numbering
Every signature request gets a number when it is created. This is its shape.
| Field | What it does |
|---|---|
| Prefix | Text before the number, e.g. DOC/ |
| Suffix | Text after it, e.g. /HR |
| Start Number | Where the counter begins |
| Next Number | What the next document will get |
| Number Length | Zero padding — length 5 gives 00001 |
| Reset Numbering | Berkelanjutan never resets, Bulanan restarts each month, Tahunan restarts each year |
INFO
The three reset options appear in Indonesian in both interface languages.
The same parameters as form numbering can be inserted into Prefix and Suffix with the buttons underneath: {year2}, {year4}, {month}, {month_name}, {department}. They are explained with examples in Form templates.
Match the parameter to the reset. A monthly reset with no {month} in the number makes two documents from different months carry the same one.
Select Save Numbering.
Field
Two panels: Available Fields on the left, Selected Fields on the right. Drag across to add, drag within the right panel to reorder.
These are the questions someone answers when they create a signature request, in the Additional Fields section of the editor. Each carries the same switches as a form field:
| Switch | Effect |
|---|---|
| Required | The request cannot be submitted without it |
| Show in List | The field becomes a column in the signature request list |
| Allow Weekends | Date fields only. Off means Saturday and Sunday cannot be chosen. |
| Decimal Precision | How many decimal places a numeric answer keeps |
Because this template is company-wide, a field added here is asked of every signature request. Keep it to what genuinely applies to all of them — a contract reference or an effective date, rather than something only one department needs.
The fields themselves come from Additional fields.
What is not set here
Signers, signing order, and where signatures land on the page are chosen per document, not here. There is no reusable signer list. See Signature requests.
Common problems
| The menu is not in the sidebar | Your role has no signature template permission. |
| Everyone is asked a question only one team needs | The template is company-wide. Remove the field, or accept that everyone answers it. |
| Numbers repeat across months | Monthly reset without {month} in the prefix or suffix. |
| The needed field is not in Available Fields | Define it in Additional fields first. |