Overview

Signing templates are pre-configured document formats that allow Mantle to automatically generate legally binding agreements for your clients. Think of them as master templates that define where signature blocks, company information, and legal terms appear in documents like option agreements and board resolutions.

Why signing templates matter:

• They must be configured before you can generate any signable documents in Mantle
• They ensure consistent formatting and legal compliance across all generated agreements
• They map your company's specific information into the correct locations in legal documents
• They define who needs to sign each document and in what order

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Without properly configured signing templates, you cannot issue option agreements through the platform.

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Prerequisites

Before setting up signing templates, ensure you have:

• Company signatories configured – You'll need at least one company representative authorized to sign legal documents. An email, name, and job title are required for this user, but it is not mandatory for them to be a company user on Mantle.
• Legal document templates – Word documents (.docx format) containing the legal text and signature placeholders you want to use.
• Appropriate permissions – Your user account must have template creation permissions.
• Understanding of your legal workflow – Know who needs to sign documents and in what order.

Accessing Signing Templates

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