How to create document templates

Create your own editable templates with the save as template function

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Step by step guide

Step 1

From your E-Sign dashboard, select your chosen uploaded document.

Step 2

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.

Step 3

Enter the name and email address details of the people signing the document.

Step 4

Populate the required fields including the signature placement onto the document in your designated areas, and when satisfied choose the ‘Save as template’ option.

Step 5

Name your template and select ‘Save’.

Step 6

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’.

How to use a document template

Step 1

From your dashboard select ‘Open saved templates’.

Step 2

Select your required template. Enter the name and email address of your recipient and select ‘Apply’.