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How to add a template to envelope with E-Sign

We understand that businesses have a multitude of document packs and pro-forma’s. E-Sign lets you avoid unnecessary and repetitive tasks of document preparation with our ‘add template to envelope’ feature.

Send one envelope containing a combination of templates, as well as new uploaded documents.

This is achieved via either the ‘Create envelope’ or Create Template’ section. You can send up to 10 documents per envelope.

Step-by-Step Guide: Add Template to Envelope

Step 1

Select your templates in ‘Create envelope’

Select your templates in ‘Create envelope’

Step 2

Or Select in ‘Create template section’

Or Select in 'Create template section'

Step 3

Choose the template you wish to add to your envelope

Choose the template you wish to add to your envelope

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