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Q: How to save fields in a template in ?

Select the more actions icon &gt; Save as Template. A new template displays, open for further editing. The template includes all the fields placed on the original documents and any data entered, plus all field properties as set on the original envelope. Make any other edits as desired and select SAVE AND CLOSE.

Q: How to save fields in template?

Select the more actions icon &gt; Save as Template. A new template displays, open for further editing. The template includes all the fields placed on the original documents and any data entered, plus all field properties as set on the original envelope. Make any other edits as desired and select SAVE AND CLOSE.

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Below is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.

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Can you do a Dropdown in ?

Document Generation forms have the option to include a Multiselect Attribute Field that you can link to a dropdown attribute. The Multiselect Field allows the user choose more than one option from a Dropdown Field.

How to download a template in ?

Locate the template you want to download from by searching, filtering, or simply scanning the Templates list. Click the template title to select it and open the Template Details view. In the documents panel on the right, click the document thumbnail image to initiate the download.

How to save fields in a template in ?

Select the more actions icon > Save as Template. A new template displays, open for further editing. The template includes all the fields placed on the original documents and any data entered, plus all field properties as set on the original envelope. Make any other edits as desired and select SAVE AND CLOSE.

How to save fields in template?

Select the more actions icon > Save as Template. A new template displays, open for further editing. The template includes all the fields placed on the original documents and any data entered, plus all field properties as set on the original envelope. Make any other edits as desired and select SAVE AND CLOSE.

Can you add fillable fields in ?

eSignature will automatically convert any form into a PDF. If your form already has fields, eSignature changes them to digital fillable fields; if your form does not have any fields, manually add them now. Add comments, drag and drop customized tags, then add your signature.

How do I save a custom field in ?

Create Custom Fields for Documents In eSignature Admin, select Document Custom Fields. Select ADD DOCUMENT FIELD. Enter a name for the custom field. Select the type of field you want to create from the Type menu, for example, Date Signed, Drop Down or Radio Button. Select SAVE to save your custom field.

How do you save a document from ?

PDF files also maintain the original formatting, making them ideal for professional documents and ensuring that the content remains intact during sharing. Step 1: Open the Document. Step 2: Click on the 'More' Button. Step 3: Select 'Export' Step 4: Choose 'PDF' as the File Format. Step 5: Click on 'Export'

Why can't I add fields to my template?

Note: If you find you cannot add fields to the documents and templates you create, most likely this is because of your user permission profile. Contact your administrator and ask to adjust your permission settings. These settings are documented in this administrator help guide.