Create reusable templates in E-Sign

Reduce your workload with E-Signs reusable templates

Reusable smart templates are ideal for customers using documents that can be filled out and signed by a different set of recipients each time. You can create templates by dragging and dropping editable and signature fields into place, which can be used on a different document.

Videos

Step by step guide

Step 1

Upload replacement document

Step 2

Edit Template

Step 3

Rename template

Step 4

Select the current document to replace

Step 5

Pop-up appears SELECT replacement document

Step 6

Click Continue

Step 7

Check fields are on document & correct document is visible - if not go BACK & rename

Step 8

Save the template

Step 9

Use the template

Step 10

Use as often as you need

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Contact Support

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