Create Template for E-signature
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Create Template for E-signature: Simplify Your Document Signing Process
Welcome to our Create Template for E-signature feature! This powerful tool is designed to streamline your document signing process and make it more efficient than ever before.
Key Features:
Easy template creation: With our feature, you can effortlessly create customizable templates for different types of documents. Simply input the necessary fields and recipients, and your template is ready to use.
Drag-and-drop functionality: Our intuitive interface allows you to easily add and rearrange signature, date, and other fields within your templates, making the process quick and hassle-free.
Custom field options: Tailor your templates to meet your specific needs by including text boxes, checkboxes, dropdown menus, and more.
Reusable templates: Once you've created a template, you can reuse it for multiple documents, saving you time and effort in the long run.
Version control: Keep track of changes and revisions with our version control feature, ensuring that you always have access to the most up-to-date template.
Collaborative editing: Work seamlessly with your team members by sharing templates and collaborating on edits in real-time.
Integration with other tools: Our feature integrates seamlessly with other popular productivity tools, such as document management systems, CRM platforms, and cloud storage services.
Potential Use Cases and Benefits:
Streamlined contract signing: Whether you're working in real estate, legal services, or any other industry that requires frequent contract signing, our feature eliminates the need for printing, scanning, and mailing documents. Everything can be done digitally and securely.
Efficient HR processes: Simplify your onboarding process by using templates for employee agreements, non-disclosure agreements, and other HR-related documents. Save time by eliminating manual paperwork.
Faster sales cycles: Speed up the sales process by sending out contracts and proposals for e-signature. This reduces turnaround time and ensures that deals close smoothly and quickly.
Improved compliance and security: Rest easy knowing that your electronic signatures comply with industry regulations, such as eIDAS and the Uniform Electronic Transactions Act (UETA). Our feature also provides enhanced security measures to protect your documents and data.
Increased productivity: By automating the document signing process, you can focus on more important tasks, resulting in increased productivity and efficiency.
Enhanced customer experience: Impress your clients with a seamless and easy-to-use document signing experience. They'll appreciate the convenience and professionalism of a digital signature process.
With our Create Template for E-signature feature, you can take control of your document signing process and say goodbye to time-consuming paperwork. Experience the benefits of a streamlined, secure, and efficient workflow today!
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How to Create Template for E-signature utilizing pdfFiller
Learn how to Create Template for E-signature in pdfFiller by following this guideline.
01
Go to the pdfFiller website and log in to your account or register one if you haven’t already.
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Click the Add New button to upload your file.
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If you don’t have a document ready, go to the forms' library to find and pick one that you want to use.
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Can't find the document you need? Click Create Document and generate one yourself and save it to the Docs tab.
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Select the Create Template for E-signature feature from the toolbar and apply it to your document.
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Select Create Template for E-signature from the toolbar to get started.
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Go over the document and check it for errors and typos.
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Click DONE to finish editing your document.
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Go to the Documents tab and tag the newly processed document with a specific color to quickly locate it later.
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From this tab, click on the template icon on the right to create a reusable template out of your document.
Related features
How to Use the Create Template for E-signature Feature
Creating templates for e-signatures in pdfFiller is a simple and efficient way to streamline your document signing process. Follow these step-by-step instructions to make the most of this feature:
01
Log in to your pdfFiller account. If you don't have an account yet, you can easily sign up for one.
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Once you're logged in, click on the 'Templates' tab at the top of the page.
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In the Templates section, click on the 'Create Template' button.
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Choose the document you want to turn into a template. You can upload a file from your computer, import it from cloud storage services like Google Drive or Dropbox, or select a document from your pdfFiller account.
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After selecting the document, you'll be taken to the template editor. Here, you can customize the template by adding text fields, checkboxes, signature fields, and other elements. Simply click on the desired field type from the toolbar on the right and place it on the document.
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To add a signature field, click on the 'Signature' button in the toolbar and place it where you want the recipient to sign. You can resize and reposition the field as needed.
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Once you've finished customizing the template, click on the 'Save' button to save your changes.
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Your template is now ready to be used for e-signatures. You can send it to recipients for signing by clicking on the 'SendToSign' button. You can also share the template with others by clicking on the 'Share' button.
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When recipients receive the template, they can easily fill in the required fields and sign electronically. They can also add comments or attachments if needed.
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Once the document is signed, you will receive a notification and the signed document will be saved in your pdfFiller account for easy access.
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You can track the status of your templates and signed documents in the 'Templates' and 'Signature Requests' sections of your pdfFiller account.
By following these steps, you can create templates for e-signatures with ease and enhance your document workflow. Start using the Create Template for E-signature feature today!
What our customers say about pdfFiller
See for yourself by reading reviews on the most popular resources:
Anonymous Customer
2017-03-20
Great. Still getting used to it though. But is very helpful indeed. When I paid for this it cost $120 but my credit card was deducted $170. I am still waiting for a response please and a refund
Y Hobson
2017-11-07
So far, I really like PDFfiller and have used it to edit several documents that I needed to revised for others but previously could only leave comments for users. Using PDFfiller has made me so much more productive.
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Did you know?
Signature Templates start with a PDF file as the base, and you drag and drop fields to be merged into the template as well as signature fields to prompt where to sign. We typically do not recommend using signature templates for your fee agreements, that is a better fit for custom documents. Custom docs are living, breathing, editable documents, that you can update at any point.
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