How to Create Templates
Digital Consent templates allow you to standardize the structure and wording of your consent documents. You can either start with an existing template from the “Template Gallery” or create your own from scratch.
Create a Template via the “Template Gallery”
Step 1: Open the “Template Gallery”
- Go to “Template Gallery” from the Digital Consent menu.
Step 2: Select a predefined template
- Browse the available templates and select one that fits your needs.
Step 3: Duplicate the template
- Click “Duplicate” to create your own editable version.
- Assign the template:
- a title
- a description
- a validity period (if relevant for contracts)
- a language
Step 4: Edit your copy
- The duplicated template will appear under “Our Templates”.
- Open it to review and edit the text, smart tags, or structure as needed.
Create a Template from Scratch
Step 1: Start a new template
- Go to “Our Templates”.
- Select “Create template”.
Step 2: Replace the default content
- Remove the placeholder text.
- Copy/paste your own agreement text or write it directly in the editor.
Step 3: Insert Smart Tags
- Add smart tags anywhere you need Skyfish to fill in information automatically when the consent is issued.
- Typical examples include:
- Signer Name
-
- Signer Email
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- Issuer Company Name
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- Project Name
-
- Consent Purpose
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- Contract Expiry Date
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- Contract Issue Date
Step 4: Add optional elements
Use the Insert menu to add:
- Internal notes (visible only to your team)
Step 5: Save your template
- Click “Save”.
- The template is now available under “Our Templates” when creating new Digital Consents.