How to create document templates

We understand ease of process is important for E-Sign users to engage with their customers. The save as template function allows you to create your own editable document templates to further simplify the document transaction process.

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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’.

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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