Digital document signing and templates streamline your paperwork process. Getting these settings right means faster turnaround on contracts, fewer errors, and a more professional experience for your customers.

From the main menu, open the“Document Manager” dropdown and select“SubHub Templates”.Locate the template you want to map and click the“Mapping” icon.

Click“Smart Map with AI”.

Select the correct document and click“Submit”.

The fields mapped by the AI will show up in grey. You can adjust the fields before clicking“Save And Close”.Note:For documents that are more than a few pages long (e.g., 10 pages or more), the mapping process may take time. For these, you may initiate the process by clicking“Smart Map with AI”, and then return to the template later when the AI has processed the fields. You do not need to keep the template open while this process is ongoing. Click“Map Fields” to see the results. Partial Document MappingWhen partial document mapping occurs, admins can map the remaining fields of the document without re-mapping the existing fields. Follow the steps below to do so.

From the partially mapped document, click“Smart Map with AI”.

Mark the“Partial Mapping (AI will map all fields, ignoring existing ones)” checkbox.

The document mapping will proceed, mapping the remaining fields in the document. Related ArticlesHow to Set Up and Use SubHub SignHow to Add a New Document Template?How to Add a Document Trigger using SubHub TemplatesHow to Map and Group Checkboxes in SubHub Sign TemplatesSigning Contracts With SubHub Sign

💡 A home services contractor uses this feature to keep their daily operations running smoothly — saving time on every project and reducing manual errors for the whole team.