How to create document templates

Create your own editable templates with the save as template function

Step by step guide

Step 1

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

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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.

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Step 3

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

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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.

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Step 5

Name your template and select ‘Save’.

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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’.

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How to use a document template

Step 1

From your dashboard select ‘Open saved templates’.

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Step 2

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

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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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