Select ‘Templates on your E-Sign Dashboard’
Select ‘ Create Template’
Select which flow you require for document signing
Add your template name and either select a document from your upload folder, or upload a new document.
Build you template and select “Save Template”
From your Templates page, choose the template you would like to use and select “Use”
Enter the recipient details, attach other files or documents to be signed, check the template is correct and send.
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.