How to create document templates
We understand ease of process is important for E-Sign users to engage with their customers. The save as template function allows you to create your own editable document templates to further simplify the document transaction process.
Step by step guide
From your E-Sign dashboard, select your chosen uploaded document.
Choose whether the document is to be signed by yourself, sent out to be signed, or co-signed. The workflow you decide upon will be saved as part of the template.
Enter the name and email address details of the people signing the document.
Populate the required fields including the signature placement onto the document in your designated areas, and when satisfied choose the ‘Save as template’ option.
To create template document packs please see the user guide page ‘Creating a document pack’.
Name your template and select ‘Save’.
At this stage you can continue to send this document to the chosen recipient, and your saved template is now available in the ‘Open saved templates’ section within the E-Sign dashboard.
How to use a document template
From your dashboard select ‘Open saved templates’.
Select your required template. Enter the name and email address of your recipient and select ‘Apply’.
Most frequent document template questions
This can be done by accessing the 'templates' tab within your E-Sign dashboard.
Yes, Whenever you create a template, you are given the option to save it. Also, when you open a save template, you can adjust it and save again!
Yes. All users of the account can be given access to view all documents and templates within the E-Sign dashboard. This is effective for document collaboration and document management.
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