How to create document templates

Create your own editable templates with the save as template function

Step by step guide

Step 1

Select ‘Templates on your E-Sign Dashboard’

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Step 2

Select ‘ Create Template’

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Step 3

Select which flow you require for document signing

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Step 4

Add your template name and either select a document from your upload folder, or upload a new document.

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Step 5

Build you template and select “Save Template”

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How to use a document template

Step 1

From your Templates page, choose the template you would like to use and select “Use”

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Step 2

Enter the recipient details, attach other files or documents to be signed, check the template is correct and send.

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Most frequent document template questions

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.

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