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.
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.
To create template document packs please see the user guide page ‘Creating a document pack’.
From your dashboard select ‘Open saved templates’.
Select your required template. Enter the name and email address of your recipient and select ‘Apply’.