Create a document template

Templates allow you to save time and effort, especially if you repeatedly send the same documents.

To create a template, go to the Menu Templates in the upper menu.

 

In the template section, click on the button “New Template”.

 

Choose the document that you want to use as a template. Remember that we support .pdf and .doc file types. You can also import your files from Dropbox, Box or Google Drive.

 

When the document loads, you can edit it as if you were creating a new document to send to sign.

Add signers and any other fields that you may need.

 

The related fields for each signer will light up in different colors (each signer will have their own color, to easily identify their signature boxes and any other assigned fields) while you navigate between the multiple document signers.

 

When you finish, name the template using a #hashtag and click “Save Template” to finish. 

NOTE: Each name must be unique. It's not possible to have two templates with the same name. 

You will see that your new template will appear in your list of templates.

Remember that you will be able to send it from your email. You will find the instructions in the article “Send document templates from your email”.

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